Appointment Reminders User Guide | Connect Patient

Configuration/Setup

1. Contact support/project manager to verify appointment reminders are enabled (if you are sending SMS invitations this is enabled)
2. Login to CL8 with manager credentials
   • Configure → Options → User Accounts → Providers
3. Under each provider name → Demographics → Phone number XXXXXXXXXX format (this should be the practice phone number with no formatting)
4. Login to practice portal with manager rights
   • Username → Go to management
     

5. Select Appointment Reminders

6. Select Rules
   

7. Select Edit

8. Select Time Zone, From time (time to start sending reminders) and To time (time to stop sending reminders)

9. Select the days for reminders to be sent
   • ! Tip: Select all dates if you want reminders to be sent for Monday appointments

10. Click Save to finalize your changes

11. Click the back arrow to return to the previous window
    

12. Determine the types of reminders you would like to send
    • Click on the Reminder type (e.g. Text Message) to enable, disable and/or edit the message

13. Click Edit to change the settings for the reminder

14. You can change the type of message, when the reminder can go out, the message and even enable/disable the message
    • Click Save when you have completed your changes
    • ! Tip: You must use the insert field drop-down list to add data elements to your message.  For example, you cannot just type [[patient first name]] in the message.

15. Repeat this step for each reminder type
    • ! Tip: You do not need to enable all three reminders

Enable Connect Patient to Send Reminders

1. Enable your appointment reminders by selecting Toggles

2. Click Edit

3. Check box next to Appointment reminders and then click Save

4. Your appointment reminders are now enabled!

Appointment Reminder Report

1. Login to practice portal
   • Click on Reminder Report

     

2. The help menu, top right of the screen, will provide sort options
   
3. This report will give you the reminder date, appointment date, type of reminder, status, patient, MRN and provider.
4. You can click on a reminder in the report to see more detail.