Overview
Procentive can send clients an email or text reminder when they have an upcoming appointment. To enable this feature you will need to set this up for your agency. This article will walk you through that setup.
Set Up Appointment Reminders for Your Agency
- Go to the Settings module.
- Click on the Setup tab.
- Locate the section titled Appointments.
- Enter a Reply email for client appointment notifications (required):
- You must enter a valid email address in this field for both text and email reminders.
- If a client responds to an appointment reminder email, it will go to the email you have listed here.
Recommendations:
- Encourage clients to call if they need to cancel or reschedule, as a response from an email will not update the appointment.
- Create a special email address specifically for this purpose.
- Examples: appointment.reminders@abcmentalhealth.com or noreply@abcmentalhealth.com
- Enter Subject for client appointment notifications:
- This is the subject line that will travel on all email notifications.
- Some suggestions include: ABC Mental Health Appointment Reminder or Appointment Reminder.
- Enter/edit the text in the Client appointment notice field.
- This is the message clients will receive via their email.
NEW ENHANCEMENT ADDED ON 3/2/2022!
- If the appointment is a video session, the details of the video session will be appended to the end of the text entered here.
- We strongly recommend that you set up a test client appointment and review the generated email notifications sent each time that this is changed.
- This is the message clients will receive via their email.
Suggestions:
- <client> has an appointment on <dayofweek>, <date> at <time> with <staff>. This is an automated message. Do not reply. If you are unable to keep this appointment, please call the front desk at 123-456-7890 to reschedule.
- <client> has an appointment with <staff> at Demo, Inc. on <dayofweek>, <date> at <time>. Please do not respond to this email. Click on the following link to stop receiving these reminders: <optout>
Suggestion for customers providing telehealth sessions:
- <client> has an appointment on <dayofweek>, <date> at <time> with <staff>. If this is a video session appointment, the session link will appear at the end of this message. If you are unable to keep this appointment, please contact us at 123-456-7890 to reschedule.
- Enter/edit the text notification in Client appointment notice (SMS):
- This is the message clients will receive via text message.
- Text notifications cap at 155 characters (spaces included). After 155 characters, the message will be cut off.
- The same fields as above can be used.
- Suggestion: <client> has an appointment with <staff> at Demo, Inc. on <dayofweek>, <date> at <time>. Reply "ok" to confirm or "cancel" to cancel.
NOTE:
- If the client replies to a text message with ok or cancel, Procentive will reflect this in the appointment window in the Confirmation field. More on this in Automated Appointment Confirmation.
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If you need to either enable or disable this feature (for client's to reply to a text), please submit a support ticket.