What are trigger events?

There are certain events in WriteUpp which can automatically generate a communication to a patient.

These are:

• Booking - Single - sends an immediate confirmation of an appointment
• Booking - Recurring - sends an immediate confirmation of a recurring appointment
• General Change - sends an immediate notification of a change to an appointment, like date, time or location
• Status Change- sends an immediate notification of a status change.  Can be used to inform patients of a cancelled appointment
• Deletion - Single - sends an immediate notification that an appointment has been completely deleted from the diary
• Deletion - This and future - sends an immediate notification that a series of recurring appointments have all been deleted from the diary
• Reminder - sends a scheduled reminder prior to an appointment
• Booking - Online booking - send a confirmation of an online booking to a patient 
• Video booking - Single - sends an immediate confirmation of a video consultation
• Video booking - Recurring - sends an immediate confirmation of a recurring video consultation
• Video booking - Online booking - sends a confirmation of a video consultation booked via online booking to a patient
• Video reminder - sends scheduled reminder prior to a video consultation

These events are referred to as Trigger Events.

When configuring your appointment communications, you'll select a delivery method, message template and a trigger event.  You also have the option to link an appointment type to a communication, which means it'll only be sent for an appointment booked with that particular type.

The delivery method defines how your patients will receive the information (SMS or email), the message template sets out what information you'll send them, and the trigger event tells WriteUpp when to send the message.  Linking an appointment type allows you to send specific information to your patients depending on what they're booked in for.

For the majority of the trigger events, your message will be sent immediately after the event has taken place within WriteUpp.  This cannot be changed.

For Reminder and Video reminder, you'll see a When? dropdown allowing you to choose at what point before an appointment the message is sent. Choices range from 7 days prior to the appointment, to an hour or two beforehand.  

Updated on: 13/07/2023