Disabling Reminders


Reminders can be disabled at any time through the Reminders page in Settings. Once disabled, patients will no longer be sent out reminders unless you change their individual reminder preferences in the General page of their patient profile.

You can also disable reminders for specific patients only by configuring their individual reminder preferences:

On a patient profile, under Reminders, "Edit this patients' reminders settings" is highlighted

How to disable reminders for all patients

To disable reminders:

  1. Click Settings > Reminders.

  2. Find the group or practitioner whose preferences you want to edit. In the Preferences section, click Edit.

    The Edit link is highlighted in the Preferences section of the Reminder Settings page
  3. The Edit Reminder Settings pop-up appears. Untick all the checkboxes for reminders.

    The Edit Reminder Settings pop-up, with checkboxes for when to send reminders.
  4. At the bottom of the pop-up, tick the checkbox if you want to disable reminders to all future-dated appointments, including those you have already scheduled.

    The options to apply to future appointments and to patients without preferences are selected.
  5. At the bottom of the pop-up, select "All patients" if you want to disable reminders for patients who have individual reminder preferences - this will override their individual preferences.

  6. Click Save.

RESULT: Reminders will now be disabled for all patients. You can re-enable them at any time.

Frequently Asked Questions

I sometimes create appointments where I don't want to send a reminder. Can I disable reminders for a specific fee?

Yes. Please see how to disable reminders for specific fees.

Can we cancel all future SMS reminders and only send email reminders?

Yes. If you would like to only send email reminders to your patients, all you need to do is tick the boxes under "Email" in the Reminders settings as discussed above. You can preview and update the reminder email that the patients will receive in the "Copy" section of the Reminder Settings. To edit the content of the reminder emails, click the pencil icon (Edit_Icon12px.png) beside the one that you would like to edit.

Can we cancel reminders but manually send a reminder if needs be?

Yes. You can send out a reminder manually by going to the appointment in the calendar that you would like to send the reminder for. In Appointment Information from on the right-hand side of the screen, click the bell icon (Notifications_Icon.png) beside the Patient Details. The Appointment Reminder Preferences for that appointment and patient will appear. You can choose to manually send either a SMS or an email reminder. When you click Add Reminder, you can schedule when the reminder will be sent out and the content of the reminder.

If I cancel my SMS reminders, should I also cancel my custom name and dedicated number subscription?

Your custom name or dedicated number will still apply to one-off SMSes, manually sent reminders and patients who have individual reminder preferences, so you may choose to keep your subscription if you wish. However, you will be still charged the 50 credits per month regardless of how much you use SMS reminders.

If I cancel my reminders on an individual level, will it cancel the groups preferences?

No, when preferences are set on an individual level they will not impact the groups preferences. Similarly, if the groups preferences change, they will not affect your individual preferences if you have set up individual preferences. Group preferences will only affect members of the practice who have not created their own individual preferences.

0 out of 0 found this helpful



Article is closed for comments.