Accessing your Reminders
Your reminders can always be accessed from the left side menu in NexHealth.
1. Navigate to NexHealth Home
2. Select Templates or Reminders.
3. Click Reminders. This will open your Reminders sequence. Here, you will see gray tiles indicating when the messages are sent, with purple message tiles beneath to denote the messages.
Editing Reminders
NexHealth templates are fully customizable in your editor.
1. To edit the messages, hover over the right corner of the message tile and click on the pencil to edit on any of the message tiles to edit the copy.
2. When editing the text of your reminders, be sure to leave in the APPOINTMENT_REGISTRATION (or INSERTCONFIRMAPPT) smart command if you want to allow patients to confirm their appointments from that message.
If you have Smart Form Automation configured, the appropriate forms will automatically be sent to the patient.
Optionally, you can add forms by going to Forms under Smart Commands and selecting the one(s) you need.
3. Click Load preview to see the message from the patient's perspective.
4. Click to close the preview and Save the message.
Add more Reminder messages in the sequence
1. To add additional triggers to send more messages to the patient, click the plus icon in the sequence.
2. Select Add new action and enter when you would like the message to send: ex: Send messages before 1 day--this will send a reminder to patients the day before their appointment.
Send reminders by patient confirmation statuses
You can set separate messaging for patients based on their confirmation status (ex: only sending day-of reminders to patients who have confirmed or adding a disclaimer about your no-show policy for patients who have not confirmed.
1. Select +Add additional sequence.
2. This will open the action window. Choose:
Send if unconfirmed: to send a message specifically for patients who have not yet confirmed their appointment
Send if confirmed: to send a message specifically for patients who have confirmed their appointment. This will work for appointments confirmed with NexHealth, or patients confirmed in your health record system
Send if confirmed or unconfirmed: to send the same message to patients regardless of their confirmation status.
3. If you have separate messages based on confirmation status, you will see a fork in the sequence, as seen below. You can then edit the messages independently.
*Note: if you have configured Smart Forms automation, you will want to send messages to confirmed AND unconfirmed, so patients receive the reminder to complete their forms should they have any. If they do NOT have any forms to complete, they will receive a reminder with their appointment details only.
