Setting up Reminders - Managed Visit

Appointment reminders can be customized by many factors including location, provider, appointment type, and in some practice management systems, even by appointment reason or purpose.

Below you will see examples of our recommended reminders for both the SMS and Email versions. Each message can be altered to meet your specific needs or to include special instructions such as numbing, arrival instructions, parking directions, etc.

SMS Defaults

• 5 or 7 day message: Reminder: #patient#, your appt at #practice# is #when#. Visit #manage-url# to review and complete your forms, cancel your visit or to call our office. 

• 2 or 3 day message: Reminder: #patient#, your appt at #practice# is #when#. Visit #manage-url# to finish your forms, confirm or cancel your visit or to call us.

• 2 hour message: Reminder: #patient#, your appt at #practice# is #when#. Visit #manage-url# to finish your forms, to call us or to get directions. We look forward to seeing you soon.

Email Defaults

A sample of how the email will appears below in the blue info panel and the code to generate each variation of the message is available further below in the code blocks. It is NOT advised to enable the “ask to confirm” option with these messages.

5 or 7 day message:

<p>#patient#,</p>
<p>Reminder: Your appointment at #practice# is #when#.</p>
<p>To help prepare for your visit, please visit #manage-url# to:</p>
<ul><li>Review and complete your forms including reviewing or providing your contact and insurance information</li>
<li>Cancel your visit</li>
<li>To call our office</li></ul>
<p>We look forward to seeing you<br />#practice#</p>

2 or 3 day message:

<p>#patient#,</p>
<p>Reminder: Your appointment at #practice# is #when#.</p>
<p>To manage your visit, please visit #manage-url# to:</p>
<ul><li>Finish your check-in tasks if needed</li>
<li>Confirm your visit</li>
<li>Cancel your visit</li>
<li>To call our office</li></ul>
<p>We look forward to seeing you<br />#practice#</p>

2 hour message:

<p>#patient#,</p>
<p>Reminder: Your appointment at #practice# is #when#.</p>
<p>For directions to our office or if you need to call us, please visit #manage-url#</p>
<p>We look forward to seeing you soon<br />#practice#</p>