icon,
then click the More Details link
to view the details of the of appointment request.
Patient Engage uses three types of appointment reminders:
· Advanced Reminders - Advanced reminders are typically sent a few weeks before the appointment date and serve as a reminder that patients have an appointment with you coming up. Patients are not prompted to take any action on this communication. Advanced reminders are sent via email message and/or text messaging, depending on your patients' communication preferences.
· Confirmation Reminders - Confirmation reminders are typically sent a few days before the appointment date and offer your patients the convenience of confirming their appointment using the channel that is most convenient for them. Patients are prompted to confirm their appointment by clicking a Confirm button in the email message and/or replying with a C to the text message. If they are replying by phone, they will confirm by entering 1. All confirmed and unconfirmed appointments are reported to the dashboard for your business to manage. Confirmation reminders are sent via email message, text messaging, and phone, depending on your patients’ communication preferences.
· Day-of Reminders - Day-of reminders are sent 1, 2, or 3 hours prior to the appointment and serve as a final reminder to your patients that they have an appointment with you that day. Patients are not prompted to take any action on this communication. Day-of reminders are sent via text messaging only, and your clients have to be opted-in to text messaging to receive them.
Appointment Reminders Example
1. A patient requests an appointment from our system's Easy Scheduler. This appears on all emails sent from our system, your Business Profile page, and if set up with website widgets and Facebook apps, your business website and Facebook page.
2. The appointment request appears in the Incoming Appointments section of the Dashboard. Select the arrow on the left to view managing options.
Note: Position
your mouse over the icon,
then click the More Details link
to view the details of the of appointment request.
3. Open your practice management system’s calendar to see if the requested appointment slot is available.
· If it is, enter the patient’s appointment details into the management system’s calendar as usual.
· If it’s not, look for an alternative time in the practice management system’s calendar to propose to the client in step 4.
4. Click either Accept or Reschedule for the appointment request.
· If you click Accept, the patient will receive the Appointment Request Confirmation.
· If you click Reschedule, the patient receives the Appointment Request Reschedule email message.
5. A few weeks or days before the appointment date (dependent upon your appointment reminder settings), Patient Engage automatically sends the Advanced Reminder email and/or text message.
6. A few days before the appointment date (dependent upon your appointment reminder settings), Patient Engage automatically sends the Confirmation Reminder email, text, and/or voice.
7. The patient reviews the confirmation communication and is prompted to confirm the appointment.
· If the patient confirms the appointment, the patient is marked as confirmed in Patient Engage.
· If the patient doesn't confirm the appointment, the patient is marked as unconfirmed in Patient Engage.
8. Select "# total appts" link in the Weekly Appointments section of the Dashboard and do the following:
· Enter all confirmed appointments in the practice management system for both online and offline patients.
· Contact all online and offline patients who are unconfirmed to confirm their appointment dates.
Note: You can use the hotlist to fill any last minute cancellations.
9. The client receives a Day Of text message (if opted in) a few hours prior to the scheduled appointment time.