How do I set up a confirmation of a recurring appointment?
By setting up a communication trigger using the trigger event Booking - Recurring, your patients will be sent a confirmation of a recurring appointment.
There is a predefined template within WriteUpp, called New recurring appointment, which can be used alongside the trigger event for this purpose. You can of course modify this to customise it to your requirements, or create a custom template to use.
Recurring appointment confirmations will only contain the date of the first in the series of the appointments. It is not designed to send a confirmation individually for each session to prevent patients from receiving multiple confirmations at the same time. We suggest that you also utilise appointment reminders to ensure that patients also receive a message prior to each appointment in the series. You don't need separate reminders for recurring appointments, the appointment reminder trigger will pick these appointment up.
We would recommend that if you create a custom template, or modify the default template, that you include a line to make your patients aware that this is a recurring appointment for the agreed length of time.
Please note that in order to receive appointment communications, patients must have been opted in to these on the patient tab of the patient summary.
If you signed up after April 2019, this is one of the predefined communications within WriteUpp.
If you don't see this present in your current list and you'd like to set it up, just follow the steps below:
Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
Click on New Trigger
Use the dropdown boxes to create your communication trigger, then Save
Method - Would you like to inform them via SMS or email?
Message template - What message would you like to send them to confirm their recurring appointment?
Trigger event - Booking - Recurring
If type is - Would you like the message to be sent for only a particular appointment type?
The new communication trigger will be added to the list
Once this is set up, when you book patient related recurring appointments within WriteUpp, the specified message will be sent
There is a predefined template within WriteUpp, called New recurring appointment, which can be used alongside the trigger event for this purpose. You can of course modify this to customise it to your requirements, or create a custom template to use.
Recurring appointment confirmations will only contain the date of the first in the series of the appointments. It is not designed to send a confirmation individually for each session to prevent patients from receiving multiple confirmations at the same time. We suggest that you also utilise appointment reminders to ensure that patients also receive a message prior to each appointment in the series. You don't need separate reminders for recurring appointments, the appointment reminder trigger will pick these appointment up.
We would recommend that if you create a custom template, or modify the default template, that you include a line to make your patients aware that this is a recurring appointment for the agreed length of time.
Please note that in order to receive appointment communications, patients must have been opted in to these on the patient tab of the patient summary.
If you signed up after April 2019, this is one of the predefined communications within WriteUpp.
If you don't see this present in your current list and you'd like to set it up, just follow the steps below:
Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
Click on New Trigger
Use the dropdown boxes to create your communication trigger, then Save
Method - Would you like to inform them via SMS or email?
Message template - What message would you like to send them to confirm their recurring appointment?
Trigger event - Booking - Recurring
If type is - Would you like the message to be sent for only a particular appointment type?
The new communication trigger will be added to the list
Once this is set up, when you book patient related recurring appointments within WriteUpp, the specified message will be sent
Updated on: 20/06/2022
Thank you!