Articles on: Patient Communication

How do I set up an appointment confirmation?

By setting up a communication trigger using the "trigger event" New Appointment - Non Recurring, your patients will be sent a confirmation of an appointment via either SMS or email. 

There is a predefined template within WriteUpp, called New 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. 

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 at the bottom of the screen

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 appointment?
Event -  New Appointment - Non Recurring
If type is (optional) - 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 any patient related appointment within 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'd like to send a confirmation to a patient who books online, you'll also need to set this up separately. You can find a step by step guide on doing this here.

Updated on: 20/06/2022

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