Creating and Confirming an Appointment

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Creating an appointment is fast and easy with the Patient Rewards Hub!
 
Start by going to your patient's profile and clicking the "Appointment" tab.
 
**Note** Only an admin or a staff member who has been authorized to access the Appointments tab by an admin may perform this action.
 
 
There, you will be asked to set the appointment type, the date, and description of the appointment.
 
 
How will the patient be notified? Check the section at the bottom of the page to see which email address will receive Appointment and Upcoming Recall notifications.
 
 
If the patient the patient does not yet have an email address on file, or needs to update their notifications, you will see a prompt at the bottom of the screen to update their Notification Settings.
 
 
Appointment/Recall Reminders
 
After the appointment has been created, Patient Rewards Hub will send a reminder out to the patient according to the rules your practice has set. If you need a refresher on how to set the rules for your Appointments feature, visit the support article here.
 
The email sent to the patient will contain the time and place of the appointment, as well as the custom message included in the rule you created.
 
 
Deleting Appointments
 
If you ever need to delete an appointment, simply navigate to your patient's profile, click the "Appointments" tab, and tap the "x" next to the appointment you would like to delete.


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