How do I delete a communication trigger?
To remove a communication trigger:
Open the main menu and go to Settings -> Scheduling -> Appointment Communication
Click on the three dots at the end of the row containing the trigger you'd like to delete, and select Delete
You'll see a red Trigger has been Deleted banner and it will no longer appear on the list
Please note that when it comes to appointment reminders, these are saved against the appointment at the time that it is booked. Therefore deleting an appointment reminder trigger completely will affect appointments already in your diary. If an appointment reminder is deleted between the time that an appointment is booked and the time is it due to be sent, the client will not receive a reminder for that appointment. If you delete an appointment reminder trigger, you will see a message on screen advising how many appointments will be affected:
If you continue by clicking OK, those patients with existing appointments in your diary will not receive an appointment reminder.
If a reminder was queued for an appointment but the underlying trigger was subsequently deleted, you'll see this noted under the Appointment History within the Appointments tab of the Patient Summary:
Creating a new appointment reminder trigger will not replace the deleted one, and will not be sent for any appointments already in your diary at the point it was created. This is because reminders are queued at the point of booking an appointment, based on what exists at the time.
Open the main menu and go to Settings -> Scheduling -> Appointment Communication
Click on the three dots at the end of the row containing the trigger you'd like to delete, and select Delete
You'll see a red Trigger has been Deleted banner and it will no longer appear on the list
Please note that when it comes to appointment reminders, these are saved against the appointment at the time that it is booked. Therefore deleting an appointment reminder trigger completely will affect appointments already in your diary. If an appointment reminder is deleted between the time that an appointment is booked and the time is it due to be sent, the client will not receive a reminder for that appointment. If you delete an appointment reminder trigger, you will see a message on screen advising how many appointments will be affected:
If you continue by clicking OK, those patients with existing appointments in your diary will not receive an appointment reminder.
If a reminder was queued for an appointment but the underlying trigger was subsequently deleted, you'll see this noted under the Appointment History within the Appointments tab of the Patient Summary:
Creating a new appointment reminder trigger will not replace the deleted one, and will not be sent for any appointments already in your diary at the point it was created. This is because reminders are queued at the point of booking an appointment, based on what exists at the time.
Updated on: 13/07/2023
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