Reminder Settings Page

Reminder Sender & Call Routing

• Reminder Email: The email address patients will see as the sender on reminder emails.
• From address: Use this field to enter the email address your reminder emails should come from, such as reminders@yoursite.com.
• Reminder Phone: The phone number used as the caller ID or callback number for reminder calls.
• Outbound number: Use this field to enter the phone number patients should see when they receive a reminder call.
• Calls Forward To: The number inbound reminder calls should be routed to when a patient calls back.
• Forwarding number: Use this field to enter the destination number for reminder call callbacks.

Delivery Rules

• Email on Booking: Sends an email to the patient when an appointment is first scheduled.
• Text on Booking: Sends a text message to the patient when an appointment is first scheduled.
• Skip Weekend Calls: Prevents reminder calls from being placed on Saturdays and Sundays.
• Skip Holiday Calls: Prevents reminder calls from being placed on holidays.
• Cancellation Notifications: Sends a patient notification when an appointment is cancelled.
• Reschedule Notifications: Sends a patient notification when an appointment is rescheduled.
• Call on Reschedule: Triggers a reminder call for appointments that have been moved to a new date or time.

Minor Reminder Routing

• Minor Age Cutoff: Sets the age below which a patient is treated as a minor for reminder routing.
• Age cutoff field: If this is left blank, reminders continue going directly to the patient instead of a contact.
• Default Reminder Recipient: Tells the system which contact type should receive reminders for minor patients first.
• Recipient type selection: Choose the preferred contact type, such as Emergency Contact, Parent/Legal Guardian of Minor, or Billing Guarantor.
• Reminder routing note: For a contact to actually receive reminders, that contact must also be marked to be included on reminders in the patient’s contact record.

Save Changes

• Save changes button: Click this after making updates to apply them. If changes are not saved, they will not affect future reminder activity.