PracticeSuite permits you to send appointment reminders through email and text message.

Appointment Reminder Setup at the Practice level

1. Select  Advanced Setup from the menu and click on Notifications. The email tab opens up, as in Image 1.

Image 1

2. Provide details regarding the notification according to Table 1.

Field Description
From (email) Mail ID to be displayed in the From field of the mail
Auth email Mail ID from which the mail is to be sent
Auth. Password Password of the Auth mail
Mail Host Host address of the Auth Mail.
Subject The subject of the alert message sent to the patient.
Message Alert Message that is to be sent to the patient.
Send – days/hours before the appointment- Specify the number of days/hours before the scheduled appointment when the reminder is to be sent
Select Message Option Generic/Template/Appt. Status and Type Specific Templates.
Enable To enable/disable the alert

Table 1

2. Provide the details in the SMS tab as well.

3. This completes the reminder set up at the practice level.

Reminder Set up at the Patient Level

Each patient demographics should contain the contact information of the patient along with their Communication preferences, as in Image 2.

Image 2

A Carrier should be selected in case of selecting home, cell & work phones.

NB: Carries should be added under lookup type “PHONE_CARRIER” from ALL LOOKUPS. The value of the lookup should be the carrier name and code should be the carrier URL to which phone # to be attached.

This completes the reminder set up and the system will start sending alerts to the patient from the next valid login to this account.