Modify Content of Appointment Reminders and Confirmations

Each appointment reminder comes with default content that you can modify to fit the needs of the patient group it will delivery to. Appointment reminders can be customized to go to specific groups of patients so the content on each reminder can be catered to that group. Learn more about adding recipient filters to reminders and confirmations.

1. On the Notifications page (Admin Tools > Client Manager > > Marketing Onboarding > Notifications) click Edit to start modifying your content.
2. Template Name: Modify the template name. If you plan to create custom reminders for different patient groups, we recommend using the Template Name to identify the patient group for easy searching on your notifications list.
3. Landing Page Template: This field is only relevant to survey notifications. You can ignore this on reminder and confirmation edit screens.
4. Send this notification to the following contacts: This field is only relevant office facing notifications. We do not recommend adding contacts to patient facing notifications as the contact will get a copy of every patient’s notification.
5. Body: Modify content here as you see fit. You can add links to patient paperwork or language spefiic to a particular procedure, provider or location the patient will visit.
6. Fields: Use the variable fields to automatically insert dynamic information about each appointment.

Editing Text Reminders and Confirmations

Adding Links

• Text messages only support plain text. You cannot hyperlink words in your text message.
• To keep character counts low, use link shortener tools to shorten links you want to share with the patient. Carriers find some link shortener tools to be more associated with spam than others, we recommend following the recommendations of your provider on the best tool to use.
  • Twilio Recommendations
  • Ring Central Recommendations

Editing Email Reminders and Confirmations

• Use the styling tools to format your email reminder
• Use the Image upload to add secondary logos (Recommended for recent practice acquisitions)
• Attachments: You cannot add attachments to email reminders. We recommend uploading any forms or attachments you want to your website or patient portal so that you can add then information via links.