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

Step I: Setting up a reminder letter.

Step II: Adding necessary option in the software.

Step I

1. Go to Advanced Setup->Letter Master  and create a custom letter for the reminder message.

2. The Letter Name should be in the format “<SCHEDULE_STATUS>#<SCHEDULE_TYPE>” (eg. CONFIRMED#APPOINTMENT)[i.e., 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.]

3. The Group Code of the letter should be APPOINTMENT-REMINDER.

Click Here to view how to create a Custom Letter.

Step II

1. Select Advanced Setup -> Notifications.


2. In the ‘Select Message Option’, choose Appointment Status And Type Specific Templates.


3. Enter other details described 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

4. Save the Appt. Reminder page after entering all details; Appointment Reminders will be sent from the next valid log in onwards.