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Patient Notifications

Learn how to customize and manage patient notifications to improve communication and streamline appointment reminders.

Updated over 10 months ago

Overview

Patient notifications ensure timely communication regarding appointments, balances, and follow-ups. Customize reminders, tailor messages, and adjust notification settings to suit your practice and patient needs.

Details

Notification Types

  • Appointment Notifications:

    • Alerts for new, modified, or canceled appointments.

    • Default settings send reminders three days prior (email) and two hours prior (text).

  • Waitlist and Balance Reminders:

    • Patients are notified of open slots via email and text.

    • Balance due reminders can be sent manually.

  • Follow-Up Notifications:

    • Sent 90 minutes after an appointment ends (if enabled).

    • Useful for gathering feedback or directing patients to review sites.

  • Custom Messages:

    • Add personalized text to appointment reminders, such as preparation instructions or cancellation policies.

    • Options include bold text, bullet points, and links.

Customization Options

  • Configure Reminders:

    • Choose when to send first and second reminders (e.g., three days prior and 24 hours before).

    • Text reminders can also be adjusted for time, such as two hours before appointments.

  • Edit Notification Content:

    • Use formatting tools (headers, red text) to highlight critical details.

    • Include links to videos or instructional materials for convenience.

  • Review and Adjust Notifications:

    • Preview notifications to ensure accuracy.

    • Patients can easily update preferences without logging in.

Best Practices

  • Enable Notifications: Turn on notifications by default for new patient charts to ensure communication consistency.

  • Limit Follow-Ups if Necessary: Disable follow-up emails for patients who had negative experiences.

  • Avoid Overloading: Balance reminders to avoid overwhelming patients while ensuring critical updates are sent.

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