How to Set Up a Follow-Up Reminder

A follow up reminder reminds patients to make appointments on a recommended date that you decide. Follow Up Reminders can be set up in advance in a way that works best for reminding your patients to make appointments at the date that you recommend. 

 

Setting Follow Up Reminders

1.  Go to Schedule Follow-Up Reminders

Schedule_Follow_Up_Reminders.png

 

2. In the Follow-Up Reminder Settings, click +Add New Reminder to add a new reminder type (email, text or phone call) or you can make changes to an existing reminder. 

Follow_Up_Reminder_Settings.png

3. Select the type of reminder from the dropdown. DrChrono offers one way email, text, and phone calls. 

Reminder_Type_Dropdown.png

 

4. Enter a number in the in the field between the reminder type and unit of time drop down menus.  This will number will determine when the reminder goes out in relation to the rest of the settings. 

 Reminder_Numerical_Unit.png

 

5. Select a unit of time from the dropdown.  This will determine when the reminder goes out in relation to the follow-up date selected. 

Reminder_Unit.png

6. Select when you would like the reminder to go out in relation to the date selected, either before or after. 

Reminder_Before_After.png

In the example we have set, we are sending out an email 7 days before the date we will select. 

 

7. Clicking the Edit next to an email or text reminder allows you to enter additional information to your email and text reminders. 

Reminder_Edit.png

Notes:

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

 

8. Clicking Preview allows you to see the message. 

Email_Reminder_FU_Preview_button.png

Email_Message_Preview_FU_reminder.png

 

9. Once you have set your Follow-Up Reminders, click Update Reminders

FU_Reminders_Update-Reminders.png

 

Scheduling Follow-Up Reminders

1. From the Schedule Appointment window, select the Appointment tab. 

2. Check the Arrange a Follw-Up Reminder box. 

3. Select a Follow Up Date

4. Enter a Reason

5. Click Save & Close or Save

Scheduling_Follow_Up_Reminders.png

With the example created in this article, the patient will receive their Follow-Up Reminders on the following schedule:

  • An email reminder will go out 7 days before 2/25/2021
  • An SMS text message will be delivered 5 days before 2/25/2021
  • A phone reminder will go out 3 days before 2/25/2021

 

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