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Kareo Help Center

Set Appointment Confirmation Messages

Updated: 09/14/2020
Views: 2580

Appointment Confirmation Messages are part of the Patient Communications function. This message is set to automatically text and email patients when an appointment is scheduled, rescheduled, canceled, or modified.

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.
  • Messages are sent to the email address and mobile phone numbers entered on the Profile tab of the patient's 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 Appointment Confirmation Messages

  1. Click the drop-down arrow to select the provider these settings apply to.
  2. Click the Appointment Confirmation Message card. The Appointment Confirmation Messages pop-up window opens.
    • To disable this reminder, click Turn off.  
    • Click text or email to preview the messages.

Patient_Communications_ApptConfirmationMessage.png