Create Automated Appointment Reminders

Automating appointment reminders is a straightforward process, but requires two things before building:

• Encounter type(s) that will be associated with the reminders

• Message template to be sent as the reminder (including a reference to the Encounter date/time fields)

Steps

Once you have the above ready, navigate to Automations from the vertical menu bar in Designer, and click +New in the upper right corner.

Enter or make the following selections:

• Automation Title

• Automation Label (optional)

• Trigger Type: Scheduled

• Relative time — set how far in advance the reminder should send (e.g., 1 hour before)

• Encounter template — choose a specific encounter type if the reminder applies to only one. If no encounter type is selected, the automation will trigger for all encounter types

In the Conditions and Actions area on the right:

• Add any conditional logic desired (optional)

• Select SMS Patient, Chat Patient, or Email Patient as the Action type, depending on the communication channel

• Choose the Message Template to send

Once configured, publish the automation.

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More Questions? Contact [e-mail] or your Implementation/CSM directly.