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Kareo Help Center

Appointment Confirmation Messages

Updated: 10/25/2021
Views: 3985

Appointment Confirmation Messages are part of the Patient Communications feature. This message is set to automatically email patients when an appointment is scheduled.

In order for a patient to receive patient communications:

  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • An email address and mobile phone number must be entered on the Profile tab of the patient's Demographics page.

Access Appointment Confirmation Message

  1. Hover over the Platform icon and click on Patient Communications. The Patient Communications page opens.
  2. Click the drop-down arrow to select the provider these settings apply to.
  3. Click the Appointment Confirmation Message card. The Appointment Confirmation Messages page opens.
Platform_PatientComm_ApptConfirmation.png

Configure Appointment Confirmation Messages

  1. To disable this reminder, click Turn off.
  2. If desired, tailor the Office Email specifically to the practice. Kareo Telehealth subscribers can also tailor the Telehealth Email to customize the patient experience.
    Note: Patient Communication Customization is only available for Engage Subscribers.
  3. Click Save when finished.
Platform_ApptConfirmation_Configure.png

Customize Office Email

  1. If applicable, click Office Email. The Email Customization displays.
  2. Edit the Top Text and/or Bottom Text message. The new message displays in the email preview.
    • Use a macro to insert the patient name, provider name, service location phone number, or option to send a message in the desired place.
    • To preview the message for a specific service location, click the Preview for Service Location drop-down and select the service location.
    • To restore the default message, click Reset. Then, click OK on the confirmation pop-up window.
  3. Click Save when finished or if applicable, customize the Telehealth Email.
Platform_ApptConfirmation_OfficeEmail.png

Customize Telehealth Email

  1. Click Telehealth Office. The Email Customization displays.
  2. Edit the Top Text and/or Bottom Text message. The new message displays in the email preview.
    • Use a macro to insert the patient name, provider name, link to the video visit, or option to send a message in the desired place.
    • To exclude the link to the telehealth video visit for this appointment reminder, remove the "telehealth_link" macro from the Top Text.
    • To preview the message for a specific service location, click the Preview for Service Location drop-down and select the service location.
    • To restore the default message, click Reset. Then, click OK on the confirmation pop-up window.
  3. Click Save when finished.
Platform_ApptConfirmation_THEmail.png
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