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Kareo Help Center

Set Appointment Reminder Messages

Updated: 09/14/2020
Views: 2564

Appointment Reminder Messages are part of the Patient Communications function and are sent to patients via email and text message to remind them of an upcoming appointment. Patients are prompted to confirm the appointment in the message, which updates the appointment status in Kareo to Confirmed on the Dashboard and Calendar. Set the number of days before an appointment that this reminder is sent, as well as select the option to send an additional notice if the patient has not confirmed.

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.
  • Messages are sent to the email address, mobile phone numbers, and home phone 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 Reminders

  1. Click the drop-down arrow to select the provider these settings apply to.
  2. Click the Appointment Reminder card. The Appointment Reminders pop-up window opens.
    • To disable this reminder, click Turn off.
  3. Click the drop-down arrow to select the number of days prior to an appointment (from 1–6) to send the reminder. By default, the reminder is set to send 4 days before the appointment.
  4. Click the drop-down arrow and choose to send or don't send an additional reminder if the patient hasn't confirmed their appointment.
    • If send is selected, click the drop-down arrow and choose the number of days (from 1–3) prior to the appointment to send the additional reminder.
    • Click email or text message to preview the message.
  5. Click Save when finished.

Patient_Communications_ApptReminder.png

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