Follow-up Required Reminder Email
Allow patients to book their own follow-up appointment online:
The Follow-up Required Reminder Email will remind the patient that they are due for a follow-up appointment and prompt them to book their appointment online. The email can be configured with a custom delivery schedule for automatic delivery or sent manually anytime from the follow-up required list.
NOTE:
It is important to have public booking hours setup in order for the patient to book online.
How it works:
The follow-up required list is all patients who require a follow-up appointment that is not yet booked. You can book the follow-up appointment for them with the 'book next appt' button, or you can have the patient book their own follow-up appointment via a link provided in the follow-up required reminder email.
Send The Email:
- Patients that appear in the follow-up required list are due for a follow-up appointment.
- The due date for the follow-up appointment is held in a column on the right side of the row.
- The Follow-up Required Reminder email looks to this due date before sending out the email to the patient automatically according to the delivery schedule that you have configured.
- You can additionally trigger the email to go out manually by hitting the 'Send Email' button.
- A time stamp of the last time this email was sent is included beside the button.
Patient Books Follow-up Appt:
- Patients receive the email and they are asked to click the link to book their follow-up appt.
- The link will take them to the public booking site where they will select their time slot & book their appt.
- The patient will then receive a follow-up appt confirmation email and complete a follow-up questionnaire if required.
Follow-up Required Reminder Custom Delivery Schedule:
This is done in the Setup menu > Email Templates > Click 'Edit' beside the Email. On the right under the email template description, there is a 'Configure Custom Schedule' link. Click the link to configure:
- Specify when you want to send the email to the patient: 2 weeks, 1 month or 2 months before their follow-up appointment due date.
- Specify how often you would like to resend it until it has been booked (or dismissed): never, every day, every other day, or every week.
- Specify when to stop sending the email after the due date has passed: 1 Week, 2 Weeks, 1 Month, 2 Months, 3 Months, 6 Months
Click here to learn more about: The Follow-up Appointments Required list.