Appointment Confirmation Settings can be opened two ways, first, by selecting Follow-up Campaigns from the left-hand side of the Revenue IQ page or by selecting the person icon at the top right of the page and selecting Campaigns. Once on the Follow-up Campaigns page, you will choose Appointment Reminders Campaign from the General Panel.
The first step will be to set the Reminder Timing. This is important so that patients are not receiving reminder messages at odd times.
Next, you will find exclusions. From here, you can exclude patients from receiving reminders if a keyword that is entered in the appointment title is also added to this section. You can also exclude patients who are booked on certain chairs.
In the main panel, you will find seven message options that can be sent out to patients.
1. Each message can be used or turned off by the Active toggle.
2. Each email and SMS template can be edited.
3. The Save the Date message can be sent to new appointments or new and rescheduled appointments.
4. All other messages can be filtered to go out to unconfirmed apptointments only or to all appointments.
5. The day before reminders can be edited to go out a certain amount of days before the appointment or a custom setup.
6. The same day reminders can be edited by the hour. 2 hours before is the shortest amount of time you can set it to. It is important to note that this reminder will go off your reminder timing settings as well. So if the patient is scheduled at 10 a.m. and your reminders start going out at 9 a.m. the same day reminder will not be sent to that patient.
The Special Settings will be the last step to setup.
1. Check off the first box if you would like to tell patients with the following tags that their appointment is anywhere between 10 - 30 minutes before their actual appointment time. You will then select the tag that will be applied for this messaging.
2. You can send pre-med messages to patients if the first checkbox is selected and the Pre-med or Pre-medicate tag is chosen in the drop-down. You will then select the second checkbox and type in the message to be included. Additional instructions for pre-med messaging and setting this up through your PMS can be found here.
3. You can enable family messaging, so that a valid guarantor/responsible party will receive all email and SMS messages, otherwise the individual patient will receive those messages. Additional information on how family messaging works within your PMS can be found here.
4. Send confirmation notification and Send call back notification can be selected if you would like a preset message to go out to patients who confirm their appointment or request call backs via SMS. *These messages can not be edited*