TRANXACT.AI Help

Appointment reminders are sent for you

Booking an appointment schedules two reminders (an email a week before, a text the day before). The Appointment reminders job now sends them when they fall due, once, and only by a channel the patient allows.

Each reminder on EHR, Patient Access, Appointment Reminders shows what happened to it: sent, queued (in the email outbox until a mail transport is set up), skipped (the patient said no, or there is no number or address), failed (nothing is connected that can send a text), or cancelled (the visit was cancelled or has passed).

  • The patient's own portal switches decide: text reminders off means no text, and the reminder is not sent by email instead.
  • A patient with no portal account can be marked No reminders on the patient record.
  • Texts go through whatever can send a message under CRM, Interaction Centre, Connected Channels (Twilio, Vonage and the like). Email goes through Platform, Email.
  1. Open Platform, Batch, Schedules and find Appointment reminders.
  2. Choose who it runs as and save. It runs every hour from then on.