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Kareo Help Center

Set Advance Notice Reminders

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Updated: 11/26/2019
Views: 919

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

Note: 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.
  • The appointment is not part of a reoccurring appointment.

Access Patient Communications

  • 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 Advanced Notice Reminder card under the Before the visit section. The Advanced Notice Reminders settings open.
  2. 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.
  3. Click email to preview the Advanced Notice Reminder.
  4. By default, Advanced Notice Reminders are turned on. Click Turn off to deactivate this notice, if desired. Click Turn on to reactivate.
  5. Click Save when finished.

Patient_Communications_AdvNotice.png