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Kareo Help Center

Set Advance Notice Reminders

Updated: 09/14/2020
Views: 1335

Advance Notice Reminders are part of the Patient Communications function and is emailed to patients to remind them of an upcoming appointment. You can specify how many days before the appointment to send the reminder.

In order for a patient to receive patient communications:

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

Access Patient Communications

  1. Hover over the Platform icon and click on Patient Communications. The Patient Communications page opens.

Platform_Patient_Communications.png

Set Advance Notice Reminder

  1. Click the drop-down arrow to select the provider these settings apply to.
  2. Click the Advanced Notice Reminder card. The Advanced Notice Reminders pop-up window opens.
    • To disable this reminder, click Turn off.
  3. Click the drop-down arrow to select the number of days (from 7 - 14) prior to an appointment to send the reminder. By default, the reminder is set to send 7 days before the appointment.
    • Click email to preview the message.
  4. Click Save when finished.

Patient_Communications_AdvNotice.png