Reminder Schedule

Ensuring that your patients receive their appointment reminders in a timely manner is one of the most important aspects of successful patient communication. Using the delivery schedule for each reminder type, you can adopt the schedule that best suits your office and your patients.

Email Delivery Schedule

To access the Delivery Schedule for your email messages, you will need to navigate to the page for either your First or Second Appointment Reminder. On either of these pages, you will see an Edit Schedule button just above the Message Subject field.

Your Email Delivery Schedule will be divided into three columns: Day of week, First Reminder, and Second Reminder. The Day of week column refers to the day on which the appointment is scheduled, while the First and Second Reminders refer to when the reminder will be sent, relative to the appointment date.  

Using the settings from the image below, a patient’s first reminder for a Monday appointment will go out three days before that appointment, on Friday; but the second reminder will go out one day before the appointment, which is Sunday. If the patient was scheduled for an appointment on Saturday or Sunday, the person would not receive any reminders, since the Delivery Schedule is set to None. 

You also all have the option to stop sending reminders if an appointment has been confirmed, or to continue to send them after the appointment has been confirmed. This setting can be configured differently per message type, so you can configure some reminders to stop once the appointment is confirmed, but continue to send out others. For example, some offices will stop sending email reminders after a confirmation has been received, but continue to send text reminders.

If you would like to further limit what time of day emails can send, click here to review how to change this in the General Settings tab.

Voice Delivery Schedule

The Voice Delivery Schedule has the additional option to choose the time of day your reminders will be sent, so you can schedule your calls to be delivered at a time of day that suits your patients best. You can access these settings by clicking on the Edit Schedule button on the Appointments page of your Voice messages.

Text Delivery Schedule

Text messages can also be scheduled to send one or two hours before the appointment. This can help serve as a quick reminder for patients as their appointment time draws near. Unlike Email and Voice reminders, there is no Edit Schedule button for Text reminders. You can access the Delivery Schedule directly from the Appointments page, under the Reminder Message field.

You can also choose a delivery time for your text reminders to send. Please note that text messages scheduled to send the day of the appointment (1-2 hours prior to the appointment) will send based on the appointment time and not the target delivery time.

If you would like to further limit the time of day patients can receive a text reminder, please click here to review this in General Settings.

Scheduling Tips and Notes

  • You can send up to two reminders of each type (voice, email, text) for a total of up to six reminders for one appointment.
  • If you set multiple reminders to send on the same day (e.g., a text reminder and email reminder both sent one day before the appointment), the patient may receive both reminders that day, even if he or she confirmed the appointment after the first reminder. To avoid this, you can time your reminders so only one is sent per day.
  • The sending time for email reminders can be adjusted on the General Settings page. The sending time for voice and text reminders can be adjusted on their respective sections of the Dashboard.
  • To avoid potentially upsetting your patients, it is a good idea to avoid scheduling text or Voice reminders that will go out before noon on Saturday or Sunday.
  • Email, voice, and text reminders can be configured to continue sending for up to a month without a successful upload. See the General Settings page for more information.
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Still have questions?

Our Member Services team is available Monday through Friday, from 6:00 AM until 5:00 PM Pacific. You can reach us Toll Free at 866 537-8272 (outside of North America, dial +1 206 458-7700) - or use our Contact Form to send us an email.