eConfirmations

In eServices Setup, click Automated Messaging.

eConfirmations are automated text message and/or email reminders about upcoming appointments that also allow the patient to confirm their appointment.

Activate / Deactivate eConfirmations

eConfirmations can be activated or deactivated as needed.

After activating eConfirmations, set up eConfirmation Rules.

eConfirmation Rules

To edit an existing eConfirmation Rule, double-click a Confirmation Rule from the Automated Messaging Rules grid. To add a new rule, click Add eConfirmation.

For information on adding and editing rules, see Edit Rule.

Troubleshooting

See:

What happens when a patient clicks the eConfirmation URL and selects Request Callback?

The appointment status changes to the status selected for Not Accepted and an Alert in Open Dental will notify staff (those subscribed to the Patient Requested Callback alert).

Note: The alert created when the patient selects Request Callback cannot be deleted but will go away once the appointment status is changed or marked complete.

How can I prevent an eConfirmation being sent for a specific appointment?

See Automated Messaging Advanced Settings to determine which appointment statuses allow eConfirmations.

How can I prevent an eConfirmation being sent for a specific patient?

Set the Exclude eConfirms/Reminders setting in the Edit Patient Information. If text or email is selected, the patient will not receive eReminders or eConfirmations via the selected method. Select both to exclude all.

What happens if a patient has multiple appointments on the same day?

When a patient has multiple appointments on the same day, only one eConfirmation will be sent. If a patient then replies to the confirmation, the eConfirmation will mark all appointments on that day as confirmed.

My patient did not receive their eConfirmation, why would that be?

What happens if I have multiple eConfirmation rules and schedule an appointment inside the rule timeframe?

When a new appointment is created and the send time for some rules have already passed, the rule closest to the appointment date/time will be used. Example: There are two rules: 7 day and 3 day. A new appointment is created 2 days from now. The 3 day rule will be used for the appointment since it is closest.

Why did my patient receive a message stating, "Confirmation Failed - Please contact your provider to confirm this appointment." or "This appointment is no longer at this date and time." when trying to confirm their appointment?