Managing Appointments as an Admin

Follow
You can use the “Appointments” feature to easily manage all of your appointments in one place. 
 
Reviewing Upcoming Appointments
 
To access this page, place your cursor on the “Manage” tab at the top of your screen.  Then, click on the “Appointments” tab in the drop-down menu.
 
**Note** You must be an Admin to see these menus. Additionally, you must have enabled the Appointments feature.  




From this page, you will see all of the appointments for the current day. If you’d like to change the date, simply click the white box in the “Date” row, and a calendar will appear.
 
Search for the date you are looking for, and click “Submit.”  This will show all of your appointments for that day.





Creating Appointment Reminders



Reminding your patients about their appointments can be automated with the Patient Rewards Hub! You can set up regular reminders leading up to the appointment and include a custom message for your patients.
 
To access this page, click on “Edit Settings” from the main Appointments page.  
 
 
If your Appointment Status is not turned on, click the “On” bullet to activate it, then review the appointment reminder messages the system will send out to patients.



You may also delete reminders by clicking on the red "x," or add additional ones by clicking on the "Add Reminder" link below the list.



A pop-up box will appear prompting you to enter how soon you want the reminder to go out and the message for that email. Once you finish, click "Yes" and it will save.

 
 
Remember!
 
You can set multiple reminders for your patients, each with a different message. The more you utilize this feature, the easier your communication with your patients will be!
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk