EARLY ACCESS ONLY
Many practices either have no form reminders configured or set them too far in advance, leaving patients without a nudge close to their appointment. This leads to low form completion rates and slower check-ins. Now, a patient with an upcoming appointment will receive a reminder to complete any outstanding forms within 24 hours of his/her visit so he/she can arrive prepared and check-in stays on schedule. This system-triggered reminder is sent automatically 24 hours before an appointment if there is not a practice-configured reminder that already covers that window.
Note: The reminder does not appear in the patient communication settings and is not configurable.
Example scenario:
- The location has at least one active reminder with the “add forms link” toggle enabled. However, none of those reminders is scheduled to be sent within the 24 hours before an appointment.
- A patient has an upcoming appointment and outstanding required forms.
- When the appointment is 24 hours away, the system sends the reminder to the patient, using the preferred communication method (text or email message).
Note: A remainder is not sent if the patient has opted out or does not have a valid contact method.
Message copy:
- For text messages – “Dear {first name}, you have a form to complete before your appointment. {URL} — {location name}” is used.
- For email messages – The default form reminder template is used.