There are two procedures to setup an appointment reminder for a combination of Appointment Status and Type

Procedure I: Setting up a reminder letter.

Procedure II: Adding necessary option in the software.

Procedure I

  • Create a custom letter for reminder message in the Letter Master.
  • The Letter Name should be in the format “<SCHEDULE_STATUS>#<SCHEDULE_TYPE>” (eg. CONFIRMED#APPOINTMENT)[ie. If there is an appointment with Schedule Status as CONFIRMED & Schedule Type as APPOINTMENT then system will send reminder with letter name CONFIRMED#APPOINTMENT if it exists.]
  • The Group Code of the letter should be APPOINTMENT-REMINDER.
  • Click Here to view how to create a Custom Letter.

Procedure II

Select “Advanced Setup” and choose “Appt. Reminders” from the menu to open Appointment Reminder Configuration.

A new window will be opened where you can enter the required details.

Select the Appointment Status And Type Specific option and enter the following details below.

From (E-Mail) The sender email address that display in the reminder.
Auth. Mail Mail ID from which alert is send.
Auth. Password Password of the authorization mail.
Mail Host Host address of authorization mail.
Subject Subject of alert message send to patient.
Message Alert message that is to be send to patient.
Send The alert should be send, to the patient prior to the selected days/hours before scheduled appointment
Enable To enable/disable the alert
  •  Save the Appt. Reminder page after entering all details.
  • Appointment Reminders will be send from the next valid log in onward’s.