Same Day Reminders

Summary

Same Day Reminder is a notification only of an upcoming appointment for the patient.  

Note: A Same Day Reminder is not a request for confirmation of the appointment.  An enabled Same Day Reminder notification is always sent to a patient regardless of confirmation status.  

The default reminder delivery time is set for the day of the appointment to be sent 1 hour before the actual appointment.  

The Same Day Reminder helps reduce no shows and late arrivals of patients to their appointments

Each practice will need to decide when to send the message.  It is optimal to give  just enough time to allow your patient to finish up what they are doing and get to the practice.  

You can recognize Same Day Reminders in the Timeline view by their orange color.   Same Day Reminder


Message Delivery Method

Choose any combination of Email, SMS, or Voice (where available) by toggling the buttons to the ON (green) position.

Delivery Method Toggles


Setup & Enable Same Day Reminder Notification

Note: When creating and enabling a Same Day Reminder notification, all of the following steps must be completed: Not setting or incompletely setting any step below may prevent messages from being delivered to the patients.  It is helpful to name the notification for easy identification in the Timeline view.  Enter Reminder Name

1. Enable: Turn on the notification by toggling the button ON (green).

Enable Toggle

2. Send out / Not Before: Select how soon before the appointment time to send the reminder and the earliest time of day to send the message.  

Send Out/Not Before

3. Providers: The provider associated with a patient’s appointment must be present.  If a provider used for appointment scheduling is not present in the drop down menu, try refreshing providers, return and refresh the notification, and enable the desired provider.  Settings > General Settings > Refresh PMS Data.

Provider Selection Field

4. Appointment Types: The appointment type associated with a patient’s appointment must be present.  If an appointment type used for an appointment in not present in the drop down menu, try refreshing appointment types, return and refresh the notification, and enable the the desired appointment type.  Settings > General Settings > Refresh PMS Data.    

Appointment Types  Selection Field

5. View Template: To view the current enable template, click the template tab in the notification for enabled delivery method.  To change or edit the current template, click Edit Template.  

Current Template

6. Change Template: To change templates, choose a different template from the drop down menu in the Message Template screen.  When done, click SAVE & CLOSE

Choose Message Template


After completing steps 1 thru 6 above, the notification is enabled and will be automated on the next calendar day.


To edit or create new templates, see articles for Email & SMS Templates or Voice Templates.

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