Set Patient Preferred Contact Method for Appointment, Invoices, Recalls and Queries reminders

Follow

Patients can stipulate - usually on a New Patient Form or verbally thereafter - the methods they wish to be contacted via, then this should be set in their file. 

  1. Click the navigation menu > Patients > Patients page > Address sub-tab

  2. Ensure the patient has a Mobile and/or E-mail entered, depending on how reminders will be sent

  3. Ensure the patient has their preferences selected for Send Appt. Reminders

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  4. If a patient does not want to be reminded of Appointments, select The Patient has requested no further communication

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Links:

Setup to use Templates for Manual Appointment Reminders

Send Single Appointment Reminders and/or Notifications

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