If you want your patients to fill out their paperwork before their appointment, you can send a text reminder to notify them of the same. Let's explore this simple workflow.
Watch this video for a comprehensive walkthrough.
Navigate to the System Menu > select Practice Settings > Templates > Text.
Click +Add on the top right to create an Email or Text reminder.
To create an email or text template for reminding pending forms,
- Ensure that the Name and Contents fields which are mandatory are populated as per your practice's requirements.
- Fill in the desired details in your text template and include the @pendingforms tag.
- Click Save to save the email or text template and continue.
A toast notification will appear on the top right stating 'Template updated successfully.'
- Once your practice has set up the Forms Reminder Template within Practice Settings, here is what you need to do.
- Search for the intended patient in the Global Search Bar.
- Select the +Message option from the tile of options on the top right of the Patient Overview.
Note: Now you are ready to send an individual text to the necessary patient(s). |
On the Add Message pop-up window that opens up,
- Select the Text or Email option on the top left.
- Click Select a Template on the right to select the Pending form template that you just set up.
- If needed, you can further customise the message based on your practice's requirements.
- Ensure to click Send once done.
Tip: Follow your practice's policies when creating and sending text or email reminders to patients notifying them to complete their pending forms. |
Follow this simple guide to send a text or email reminder to your patients to complete pending forms.