Can individual practitioners use their own reminder settings?


Yes. By default, reminder preferences are set at the group level and apply to all practitioners in the group. However, you can add an individual reminder level if a practitioner wishes to use their own reminder settings or templates.

Individual reminder levels always take precedence over the group level; if there is no individual level set up for a practitioner, they will use the group level settings.


By default, practitioners use the group credit card for reminders and draw from the group Halaxy credit balance even if they use an individual reminder level. If you want the practitioner to use their own credit card for their SMS reminders, they must have their own individual payment settings for Halaxy credits and maintain a separate Halaxy credit balance.

To set up individual reminder preferences:

  1. Click Settings > Reminders.

  2. Click Add New Level at the top-right of the page. The Add New Reminder Setting pop-up appears.

  3. Select the practitioner from the drop-down menu and click Submit.

RESULT: The practitioner now appears in the Reminders page as an individual. Click the Expand (+) icon next to their name to change their individual reminder preferences as desired.

On the Reminder Settings page, levels for individual practitioners are highlighted
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