ATTENTION: Appointment Book V4 is in PILOT MODE.

1. Available only to a selected few while we complete the pilot phase.
   
2. General release is coming soon.
   
3. During the Pilot phase, we are creating Knowledge Base articles and will continue to add and update them.
   

If you send SMS reminders without automated batches, you have two simple options:

send a batch message to multiple patients across a date range, or send a single message to one patient straight from their appointment.

This article covers how to choose the right message type, edit messages before they go out, and send reminders and notifications by SMS or email

Send Batch Appointment Messages and/or Notifications

1. Click the navigation menu > Appointments
   
2. Click to open the hamburger menu > Send Appointment Messages
   
1. Date Range: Select the date of appointments to send reminder
   
2. Method: Select from SMS and E-mail; they must be completed separately
   
3. Message Type: Select from
   
1. All: Any type
2. Appointment Notification: Generally used for other non-confirmation messages
   
3. Appointment Reminder: Used to seek confirmation of the appointment
4. Location: Select the location or Any Location (if applicable)
   
5. Appointment Books: Tick box to select the books to send the message to
   
6. Click OK
   
   
3. Individual messages can be edited before sending:
   
1. Click the Edit icon
   
2. In the "Edit Message" window, make changes to the message
   
3. Click OK
   
   

   

   The "Edit Message" window also shows you how many characters are left in a billable message.
4. Click Select Ready to select all rows automatically (or tick/untick individual messages)
   
5. Click Send
   
   

Send Single Appointment Messages and/or Notifications

1. Click the navigation menu > Appointments > Right click on Appointment 
   
1. Comms > Send Reminder by SMS or Send Reminder by E-mail
   
   
2. Message Type: Select from
   
1. None: Select to create a new freehand message, not using a template
   
2. Appointment Notification: Generally used for other non-confirmation messages
   
3. Appointment Reminder: Used to seek confirmation of the appointment
   
3. Mark using # status: Select if the appointment should be marked with an appointment status after sending
   
4. Click Send
   
   

If you need help setting up Set Patient Preferred Contact Method for Appointment Reminders, checkout the Patient Communication article for instruction