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
Thank you!