Editing Reminder Profiles and Appointment Reminders

DrChrono allows you to automatically send reminders to patients for their upcoming appointments. If you want to customize the timing and the type of correspondences and/or attach a custom message it is easily done. You can edit reminders at the appointment level or, if you are using reminder profiles, you can edit the profile. 

Editing Reminders Profiles

1. Hover over Schedule and select Reminder Profiles

Schedule_Follow_Up_Reminders.png

2. Select the reminder profile you would like to edit from the drop down menu. If you'd like to learn more about creating Reminder Profiles read our article here

2. Selecting the profile will pull up all the reminders associated with this profile. 

  • You can add an additional reminder by clicking +New Reminder
  • You can change the type (email, text, phone call), length, interval (day, week, minute, hour) or when the reminder goes out (before/after) by selecting the options from the dropdown.  In the case of the length, you can enter a new number. 
  • You can change the additional text in your email and text reminders by typing in the text field. 
  • Click Delete to remove a reminder from the profile. Click Delete Profile to remove the profile entirely. 
  • Click Save Reminder Profile when your changes are complete. 

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Editing Reminders in an Appointment

1. Go to ScheduleCalendar

Schedule_Calendar.png

2. Open an appointment window and select the Appointment tab.  Check the View Active Reminders box. 

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2. View Active Reminders will pull up all the reminders associated with the profile. 

  • You can add an additional reminder by clicking +New Reminder
  • You can change the type (email, text, phone call), length, interval (day, week, minute, hour) or when the reminder goes out (before/after) by selecting the options from the dropdown.  In the case of the length, you can enter a new number. 
  • You can change the additional text in your email and text reminders by typing in the text field. 
  • Click Delete to remove a reminder from the appointment. 
  • Click Save & Close or Save when your changes are complete.  

Active_Reminders_Edit.png

 

Adding Additional Messaging to Email and Text Reminders

You can add/edit additional information to text and email reminders. 

1. Click Edit next to the email and/or text message reminder. 

2. Enter the text you would like to add to the email message in the text box.  

Reminder_Profliles_Edit.png 

3. Click Preview to see what the message will look like.  

     Email: Text will be inserted between the end of the message and the closing on an email 

Email_Preview.png

 

Text Message: With a text message, the additional text will be added to the end of the message. 

Text_Preview.png

Phone Reminders: You can't change or edit the phone reminder that is sent out. If you send out a phone reminder, here is the message that will be played for the customer:

This is an automated appointment reminder from “Provider’s Name”. You have an appointment with “Provider's Name” on “Day, Month, Date, Time”. If you need to reschedule your appointment please call “Office Number”. Please press 1 to confirm this appointment. Please press 2 if you are not a patient of “Provider’s Name”. Please press 3 if you would like to be directly connected to the office of “Provider’s Name”.

Notes on Adding Text to Reminder Emails and Text Messages

Standard text reminders are limited to to 140 characters.  Customizing your text reminders may cause this limit to be exceeded, resulting in multiple text messages toward your monthly limit. 

There is no text limit when adding additional text to email reminders.  However, the editor for email reminders uses HTML.  This means that if you would like to have your custom message render on different lines or in multiple paragraphs, you need to use a little bit of code with <br>.  Otherwise, the message will be delivered in one paragraph.  

Example 1:  No use of <br>

Email_Reminder_No_Break.png

Email_Rmeminder_Example_No_Break.png

Example 2: Use of <br> for a new line. 

Email_Reminder_1_Break.png

Email_Reminder_Example_1_Break.png

Example 3: Use of <br> for a new paragraph. 

Email_Reminder_2Breaks.png

Email_Reminder_2_Breaks_Example.png

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