Configure Appointment Reminder Rules
2 min
in profile 8 8, appointment reminders are now much more configurable to allow sending reminders for only certain appointments, such as by provider, pos, type, and mode sending different messages for different appointments by the same criteria above sending multiple reminder messages at different intervals, e g one reminder a week ahead, another reminder the day before this is done by allowing multiple appointment reminder rules, each of which has their own appointment filtering criteria, message template, and other configuration options configuration steps go to organization/preferences/internet/messages tab click the configure appointment reminders button the system tasks window will open and create the the patient messages for appointment reminders system task if it doesn't yet exist double click the patient messages for appointment reminders system task to open it go to the rules tab note if the window has a settings tab instead of the rules tab, close the system task window, delete the existing system task from the system tasks window, and then repeat from step 1 above open the default appointment reminder rule or click new to create a new one set a name for the appointment reminder rule, example dr smith in person appointment 1 week reminders set the appointment filtering criteria as required provider , pos , type , and mode change the message template as required save the rule repeat steps 5 to 9 to create additional rules as required