In eServices Setup, click Automated Messaging.

eReminders is an eService that sends automated text messages and/or email reminders about upcoming appointments. They are intended to be sent a short time before an appointment so patients are reminded of their appointment.

Activate / Deactivate eReminders

eReminders can be activated or deactivated as needed.

After activating eReminders, set up eReminder Rules.

eReminder Rules

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

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

Questions and Answers


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

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

How can I prevent an eReminder 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.