How do I set up email communications for appointments?

To ensure your patients receive appointment communications via email, you will need to do two things:

Define what email communications you would like to send
Opt patients in to receive email communications

WriteUpp comes with a number of email communications predefined, which you can read about here , but you can quickly and easily add additional ones by following the steps below. You can also edit any of the predefined ones using the 3 dot menu at the end of the row (under Settings -> Scheduling -> Appointment Communication). There will be options to edit the trigger and the message template:

To set up a new email appointment communication:

Go to Main Menu -> Settings -> Scheduling -> Appointment Communication

Click on the New Trigger button at the bottom of the screen:



Use the dropdown boxes to specify the communication details, including:

Method - Select 'Email' (or SMS is available as an option)
Message template - What information would you like to send? Use the 'Manage templates' link next to the dropdown to edit and add email templates for appointment communications. WriteUpp comes wth a number of predefined email templates, which you can read about here .
Event - What event in WriteUpp will trigger the sending of the message?
If type is (optional) - Available for confirmations and reminders. Would you like the message to be sent for only a particular appointment type?
Change status to - Available for a status change event only. Changing an appointment to which status will trigger the message?
When? - Available for reminders only. When would you like your message sent?

Once you hit Save , you will be taken back to your list of communication triggers and see an entry relating to the one you created.

Repeat to add as many email communications as you would like!

Updated on: 04/11/2024