Same-Day Reminders Configuration Guide

Key configuration options | Example | Before going live

Same-Day Reminders let FrontOffice+ send last-minute SMS notifications to patients on the day of their scheduled appointment. This feature helps reduce no-shows by giving patients a timely heads-up a few hours before their visit.

Key configuration options

Turn on and set scope

• Enable Same-Day Reminders: Main toggle to turn same-day notifications on or off across the account.
• Appointment Profiles: Select the appointment profiles (for example, Consultations or Follow-ups) that should receive same-day reminders.
• Locations: Choose the offices or physical locations where same-day reminders should be sent.

Timing and delivery rules

• First Same-Day Reminder: Set how long before the appointment the first reminder is sent (for example, 4 hours before).
• Second Same-Day Reminder: Optionally configure a second follow-up notification closer to the visit time.
• Only Send to Confirmed Appointments: Turn this on if same-day reminders should only go to patients who already confirmed their visit.

Customization texts

• Message templates: Customize the SMS message content sent to patients, using dynamic tags such as firstName, start, and fza to insert personalized patient, clinic, time, and time zone information.

Example

• Scenario: A clinic wants to send a quick text 4 hours before an appointment, but only to patients who already confirmed earlier in the week.
• Setup: Turn on Enable Same-Day Reminders, set First Same-Day Reminder to 4 hours, and turn on Only Send to Confirmed Appointments.
• Outcome: A patient named John receives an automated message 4 hours before his appointment: "Hi John, just a reminder that your appointment with ABC Clinic is at 10:45 AM PST."

Before going live

Confirm:

• Feature toggle: Same-Day Reminders is turned on.
• Scope selection: The appointment profiles and locations you want are selected.
• Time intervals: Reminder lead times (for example, 4 hours before) fit your clinic's operational schedule.
• Confirmed-only rule: Only Send to Confirmed Appointments is set according to clinic policy.
• Message templates: Dynamic tags (firstName, start, fza) are formatted correctly in custom texts.