How do I send a confirmation or reminder manually?
Sometimes, patients may not receive the communications you intended them to, if, for example:
- You have run out of SMS credits
- You have entered their mobile number/email address incorrectly
- You have not opted the patient into communications prior to booking their appointment.
In these situations, you can use your communication templates to manually send a confirmation or reminder to the patient. To do this, simply follow the steps below:
- Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
- Click on either Email Templates or SMS Templates at the bottom of the page:
- Click Edit next to the template you would like to use, for example the template for a new appointment confirmation:
- Copy the text from within the template:
- Next, make sure the patient you would like to contact is the Active Patient, then click on Create -> Message and open either the Email or SMS tab, depending on your delivery method:
- Click on Manage Templates:
- Click on +Add Template:
- Create a new template, pasting in the text you copied above and giving it a name like "Manual confirmation":
- Save the template, then click Back to Message
- Back on the Email or SMS tab, choose the recipient, select your newly created template from the 'Select Template' dropdown, then click Send:
- Repeat steps 1-10 for any of the appointment communications you would like to be able to send manually.
Updated on: 28/10/2024
Thank you!