How do I set up an appointment confirmation?
By setting up a communication trigger using the trigger event 'Booking - Single' , your patients will receive confirmation of a new non-recurring appointment when one is booked in for them. These confirmations can be sent via email or SMS, depending on the chosen method.
Please note that in order to receive appointment communications, patients must be opted in to patient communications on the Patient Summary.
There is a predefined template within WriteUpp, called 'New Appointment' , which can be used alongside the trigger event for this purpose. You can modify this to customise it to your requirements, or you can create a custom template to use.
If you signed up after April 2019, 'Confirmation of an appointment' is one of the predefined communications within WriteUpp. You can edit any predefined communications using the 3 dots menu at the end of the row (under Settings -> Scheduling -> Appointment Communication). There will be options to edit the trigger or to edit the message template:
Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
Click on the New Trigger button at the bottom of the screen
Use the following dropdown boxes to create your communication trigger:
Method - Would you like to inform them via SMS or email? If you would like appointment confirmations to be sent via both email and SMS, just create two separate 'Booking - Single' triggers for each!
Message template - What message would you like to send them to confirm their appointment? You can select a predefined one or use the 'Manage templates' link to edit a template or create a new
Event - Select 'Booking - Single'
If type is (optional) - Would you like the message to be sent for only a particular Appointment Type?
Press Save and the new communication trigger will be added to the list
Once this is set up, when you book any single, patient-related appointment into the diary in WriteUpp, the specified message will be sent.
This applies to appointments booked within the web-based version of WriteUpp or within the app. If you would like to send a confirmation to a patient who books online, you will need to set this up separately. You can find a step by step guide on that here .
Please note that in order to receive appointment communications, patients must be opted in to patient communications on the Patient Summary.
There is a predefined template within WriteUpp, called 'New Appointment' , which can be used alongside the trigger event for this purpose. You can modify this to customise it to your requirements, or you can create a custom template to use.
If you signed up after April 2019, 'Confirmation of an appointment' is one of the predefined communications within WriteUpp. You can edit any predefined communications using the 3 dots menu at the end of the row (under Settings -> Scheduling -> Appointment Communication). There will be options to edit the trigger or to edit the message template:
If you do not see this present in your current list and you would like to set it up, just follow the steps below:
Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
Click on the New Trigger button at the bottom of the screen
Use the following dropdown boxes to create your communication trigger:
Method - Would you like to inform them via SMS or email? If you would like appointment confirmations to be sent via both email and SMS, just create two separate 'Booking - Single' triggers for each!
Message template - What message would you like to send them to confirm their appointment? You can select a predefined one or use the 'Manage templates' link to edit a template or create a new
Event - Select 'Booking - Single'
If type is (optional) - Would you like the message to be sent for only a particular Appointment Type?
Press Save and the new communication trigger will be added to the list
Once this is set up, when you book any single, patient-related appointment into the diary in WriteUpp, the specified message will be sent.
This applies to appointments booked within the web-based version of WriteUpp or within the app. If you would like to send a confirmation to a patient who books online, you will need to set this up separately. You can find a step by step guide on that here .
Updated on: 04/11/2024
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