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Their responses can automatically confirm or cancel the appointment. The status of the scheduled appointment is automatically updated based on the client's response.
The 4 things your appointment confirmation text must include
On the Setup Confirmation window, define the default message text for confirmations sent from the Confirmation List text messages, s, and postcards. You can also set the default appointment confirmation status to apply when a confirmation is sent.
Note: To set default options for printing postcards and logic, see Setup Recall. Hint: Use Automated Messaging Feature to automate the confirmation process.
Text templates for appointment reminders and confirmations
These eServices send automated text or messages to remind patients about upcoming appointments. Patients can even electronically confirm, which changes their appointment confirmation status.
Click Automated eConfirmation and eReminder Setup to access the setup area. The Messages grid lists the message text used for postcard,and text message confirmations sent from the Confirmation List. It will default to a general name like Staff or Therapist.
Appointment Booking Confirmation Single What it does: Notifies client that a single appointment has been booked. This sends immediately after the appointment, or group of appointments, has been made. This is sent after a single appointment or a group of same-day appointments is booked in either business mode or consumer mode Other information: Clients will need to be opted-in to the "Reminders and schedule changes" subscription to receive this confirmation. There is also a text that can be sent message this autobut it will only send the first appointment booked information.
If you'd like the text to list all appointment information, you will need confirmatipn add the replace phrase to include all booked appointment information. When a client is not opted in to receive text messages, but the staff member is, the staff member will receive the text notification.
Appointment Cancellation Notifications Early What it does: Notifies client that an appointment has been early cancelled. This sends immediately after the single appointment, or the group of same-day appointments, has been cancelled.
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There is no prompt asking if you want to send confirmation or not. Yes What actions generate this auto ? This is sent messwge a client who confirmaton a single appointment, or a group of same-day appointments before the late cancel window begins. For example, imagine you set the late cancel window in the Appointment Options screen to charge clients for any cancellations made less than four hours in advance of their text.
If a client cancels five hours in advance, then the confirmation would be considered an early cancel and the client would not be charged. You also have the ability to select mesdage this is sent when the cancellation is made from consumer mode, or if it is sent when staff messages early cancel appointments.
What is an appointment confirmation text?
If you would like the to be sent when staff members make early cancellations, then select the checkbox next to "Use in business mode? This sends immediately after a single appointment, or a group of same-day appointments, has been cancelled. This is sent to a client who has cancelled out of an appointment, or a group of same-day appointments after tfxt cancellation window has closed.
Response Notification When a client has responded, the notification icon will appear on the menu bar to the right of the Kalix logo as shown below. Click on the icon to view the message. You will also receive an notification. Tips To check a reminder has been sent for a message appointment, simply look at the appointment block. An envelope icon is shown on the top left of ttext confirmation if a text was sent.
The record of all messages sent to and from your can be viewed under the Messaging section, subsection History. Other information including donfirmation status and cost can also be viewed here.