Automation Best practices

Appointment Automations allow you to build automatic appointment reminders, appointment confirmations, and no-show/cancellation workflows. These Automations are designed to reduce appointment management overhead, decrease no-shows, and increase patient preparedness. 

Let's review our recommended Appointment Automation messaging and cadence. We'll also provide a detailed explanation of how to build them.

What are Appointment Automations?

Appointment Automations are designed to get patients to confirm their upcoming appointments and provide additional messaging around the patient's appointment like follow-up surveys and appointment updates.

Appointment Automation Overview Video

Practice Automation Configuration

• From which resource would you like to send this automated message?
  • This is commonly Location. However, you can also choose Provider, Device, or General, depending on your needs.
• Who would you like to send this to?
  • Event Restriction
    If you support multiple types of visits (Telehealth/Phone, etc) and they will have their own Appointment Automations, we recommend selecting those items from the Event Restriction drop-down and update the filter to Not of type. Its typically easier to exclude non-wanted event classes than to include all the desired events for standard Appointment Automations.
  • Patient Status Restriction
    Choose Confirm. This ensures that only patients who have confirmed their appointment receive this message. Preventing this message from going to unconfirmed, canceled, or rescheduled patients helps reduce confusion.
  • System Status Restriction
    Choose Booked. By only sending messages to patients with appointments in the Booked status, we ensure that patients with other statuses like No Show or Rescheduled do not receive these reminder automations.