Resource Center

Appointments

Email Notifications

Email Notifications for Appointments can be configured by following the steps given below. This includes the following.

  1. Whether to send Appointment Confirmation Email or not
  2. Whether to send email when appointment is rescheduled
  3. Whether to send email when appointment is cancelled
  4. Whether to send appointment reminder email to patient or not
  5. When to send the appointment reminder email
  6. Whether to send emails when lab results, documents, visit summary are shared with the patient portal

Click on Settings > Patient > Email Notifications
Email Notifications

Click on the 'Save' button to save your preferences.

You can edit the email content by clicking on the 'Edit Email Content' option. Click on the "More Options" (...) and choose 'Edit', against the template you would like to modify. You can make use of the pre-defined placeholders to create your own content.

Text (SMS) Notifications

Text(SMS) Notifications for Appointments can be configured by following the steps given below. This includes the following.

  1. Whether to send Appointment Confirmation message or not
  2. Whether to send message when appointment is rescheduled
  3. Whether to send message when appointment is cancelled
  4. Whether to send appointment reminder message to patient or not
  5. When to send the appointment reminder message
  6. Whether to send messages when lab results, documents, visit summary are shared with the patient portal
  7. Whether to send vaccination reminders and when to send the vaccination reminder message

Click on Settings > Patient > Text/Voice Notifications and go to the 'Text Notifications' section
Text Notifications

Click on the 'Save' button to save your preferences.

You can edit the message content by clicking on the 'Edit Text Content' option. You can make use of the pre-defined placeholders to create your own content or use the default option. Please ensure not to send any PHI as part of this message

Voice Notifications

Voice Notifications for Appointments can be configured by following the steps given below. This includes the following.

  1. Whether to send appointment reminder message to patient or not
  2. When to send the appointment reminder message
  3. How many retries to be done to send the voice message
  4. Whether to get confirmation from patients when they hear the voice message (and change appointment status accordingly)
  5. Whether to allow patients to cancel appointments, when the voice message is delivered, etc.

Click on Settings > Patient > Text/Voice Notifications and go to the 'Voice Notifications' section
Voice Notifications

Click on the 'Save' button to save your preferences.

You can also send a test call using the 'Test Call' option.