Appointment Reminder Setup

Users with Clinic Admin permissions can set up Appointment Reminders, specifying the delivery lead time, custom messaging for email reminders, and the window for voice calls/text messages. 

Notes

  • Voice call/text message reminders cannot be customized. 
  • To use appointment reminders, your clinic must have WebPT's Scheduler. 

To get started, click  Reminder Setup from the Tools box.

Email Reminders

If this is not your first time designating reminder settings, click  Edit in the upper-right corner of the page.

Reminder Settings are displayed.

Fields:

  • Delivery Lead Time - when set by days, reminders go out on a 24-hour clock
  • From Address - enter clinic email address
  • From Name - enter clinic name
  • Format - select HTML or Text, use Example links to preview email
  • Header Text - enter custom text
  • Footer Text - enter custom text
  • Email Logo - upload your logo, cannot be larger than 120px wide or 100px high

Note: Patients cannot reply to the email reminder.

Add Logo to HTML Email Reminder

  1. Click Browse to select a logo file. The file size cannot exceed 120 pixels in width or 100 pixels in height.                                                                                                 
  2. Click Save Settings.

Voice Call/Text Message Reminders

  1. Voice call/text message reminders cannot be customized. Settings include the Earliest Call and Latest Call times. You can also type in the Text Message Facility Name and a Phonetic Facility Name if you think the automated system does not pronounce your clinic name correctly. Use the Send Test Call/Text link to see and hear voice/text examples.
  2. Click Save Settings
  3. When the patient answers the voice call reminder, the recording will play once there is zero background noise from the patient.

Note: Patients cannot reply to text reminders.