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Kareo Help Center

Set Day-of-Appointment Reminder Message

Updated: 09/14/2020
Views: 1068

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.

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 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.


Set Day-of-Appointment Reminder Message

  1. Click the drop-down arrow to select the provider these settings apply to.
  2. Click the Day-of Reminder card. The Day-of Appointment Reminders pop-up window opens.
    • To disable this reminder, click Turn off.
  3. 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.
    • Click email or text message to preview the message.
  4. Click Save when finished.


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