Enabling Appointment Confirmations from Patient Reminders
3 min
when patients are sent patient reminder emails, staff can also use this opportunity to have patients confirm their upcoming appointments, which can then be synced back to the emr how to enable appointment confirmations for patient reminders log into the ocean portal click the " menu " button in the top left corner and select " patient reminders " https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /tlhazxsj7uaiwx6zzqp z menu pt reminders july2022 png click " settings " in the top right corner create a new reminder rule by clicking add reminder rule or edit an existing one https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /h28tgby56 fglezowz10 patient reminders add edit reminder rule png in the edit reminder rule page, under the " appointment confirmation " heading, use the drop down to select enabled remember to save your changes https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /1yqmc fwyrhbt2gxqxshn patient reminders enable appointment confirmation png it's recommended to include @apptdate , @appttime and @providername keywords https //support cognisantmd com/hc/en us/articles/235161548 you can still send a template lacking these values, but for patient clarity and continuity, it is recommended your reminder template includes this information how patients confirm their appointments via patient reminders reminders via email once appointment confirmation has been enabled, ocean will include the following line at the bottom of the email message patients receive please click on the link below to confirm your appointment confirm appointment after verifying their date of birth, the patient will be presented with a screen confirming their most recent upcoming appointment date, time, and provider https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /rmkaxl6oc0jog gwq6qy reminders confirm2 png if the reminder email also contains a secure message and/or ocean eforms to complete, the patient can proceed by clicking "next" to access those additional materials behind the scenes, ocean syncs the confirmation back to the emr and updates the patient's appointment status in the schedule reminders via text messages if a reminder has a secure message and/or attachment and/or eform and/or appointment confirmation and the patient has an email on file, the text message will instruct the patient to check their email https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /7zqtd9aylzrwhzo7uwjvr text message reminder jpeg if a reminder has an appointment confirmation enabled and the patient doesn't have an email on file, the patient will receive a link in the text message to confirm their appointment after clicking the link, the patient will be presented with a screen confirming their most recent upcoming appointment date, time, and provider https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /gq7f6fqu6trfuvljpli5j text message reminder with link jpeg how appointment confirmations appear in the emr when an ocean reminder is sent, a “n” icon will appear on the appointment screen in profile emr if a patient confirms their appointment, a “c” icon will appear on the appointment screen in profile emr