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Kareo Help Center

Set Day-of-Appointment Reminder Message

Updated: 11/26/2019
Views: 574

The Day-of Reminder is part of the Patient Communications function. This message is sent to patients via email and text message to remind them about their appointment and provide a link to get directions to your office. You can set the number of minutes before an appointment that this reminder is sent.

Note: 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 and home and mobile phone numbers entered on the Profile tab of the patient's 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 Day-of-Appointment Reminder Message

  1. Click the Day-of Reminder card under the Before the visit section. The Day-of Appointment Reminders settings window opens.
  2. Click the drop-down arrow to select the number of minutes prior to an appointment (from 30–120) to send the reminder. By default, the reminder is set to send 60 minutes before the appointment.
  3. Click email or text message to preview the message.
  4. By default, the day-of appointment reminder setting is turned on. Click Turn off to deactivate this notice, if desired. Click Turn on to reactivate.
  5. Click Save when finished.

Patient_Communications_DayOf.png

 

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