Set up email reminders | Before going live
Email Reminders let FrontOffice+ automatically send up to two reminders before an appointment to patients with a valid email address. You can customize emails by office, appointment profile, and provider, with a live preview next to the settings that shows how the patient's email looks as you make changes.
Set up email reminders
Turn on email reminders
- Select the Email Reminders template.
- Turn on Enable Email Reminders.
- FrontOffice+ sends reminders to patients who have a valid email address.
Configure reminder timing
- First Email Reminder Lead Time: Select how many days before the appointment the first email should be sent.
- Second Email Reminder Lead Time: Select when an additional reminder should be sent. Select No if a second email reminder isn't needed.
Customize the logo
- Under Custom Logo by Calendar, select an office or calendar to add a specific logo.
- If no custom logo is configured, FrontOffice+ uses the account's default logo.
Customize the email content
The email is built using three sections:
- Greeting Text: The standard introduction to the reminder. It can include dynamic appointment information such as patient name, appointment date and time, location, and office information.
- Body: Add additional instructions or information. You can customize content based on appointment profile, office, and provider.
- Goodbye Text: Customize the closing message displayed at the bottom of the email.
The Body is automatically inserted between the Greeting Text and Goodbye Text.
Review the email preview
- As you customize the email, use the preview displayed on the side of the page to review what patients receive.
- Confirm the logo, appointment information, custom content, and formatting before going live.
Before going live
- Confirm Email Reminders are turned on.
- Configure the first and optional second reminder timing.
- Review the default or calendar-specific logos.
- Review the Greeting Text, Body, and Goodbye Text.
- Check any customizations by appointment profile, office, or provider.
- Review the final email using the live preview before activating.
If you require further assistance, contact our Customer Support team via in-app chat, email us at support@drchrono.com, or call us at (844) 569-8628.