In this section, you will learn everything related to setting up your Automatic Appointment Reminders.

CLICK HERE to see a short video on how Appointment Reminders work with iPLATO.

Quick Setup guide

Self-set up

Want to get your automated appointment reminders working right away?

To set up your appointment reminders yourself, follow the links in the steps below.

1. Check your default Appointment Reminder
2. Check which Slot Types you want to EXCLUDE from receiving reminders
3. Setting up a customised Appointment Reminder
4. Examples of Custom Template messages
5. How to switch on your automatic reminders
6. What confirmation will a patient get when they cancel an appointment?

Patient opt-out

• How to opt a patient out from receiving texts

Switching on

• How to switch on your automatic reminders

Get help

To get help setting up your appointment reminders, contact our customer success team at customer.success@iplato.com and we would be happy to help you.

Advanced features

Below, you will find all the details of the advanced features relating to your Appointment Reminders.

• How often are Appointment Reminders sent out?
• Adding branch locations to reminders
• Mail merge terms you can use in your Appointment reminders
• Stopping reminders sending on the weekends or holidays
• Sensitive Appointments
• How am I notified about cancelled appointments?
• How is a patient notified when they cancel an appointment?
• What clinical codes are linked to these messages?
• When during the day do my appointment reminders get sent out?
• How am I notified about unsuccessfully sent messages?
• How can I set up an Appointment Reminder in a different language?
• How can I assign a New Language Reminder to a specific patient?
• How to block a patient from sending your practice messages

Appointment reminders are live! What to do next

Now that your automated appointment reminders are live, there are some simple things you can do every couple of months to make sure everything is running smoothly

• If you have created any new Slot Types in your clinical system, make sure you have set your Exclusions and Custom reminders accordingly.
• Check your list of Clinicians as well, are they all listed in the Connect system
• Need help using the iPLATO system, add Users from your practice to the Connect platform
• How to mark a patient as hearing impaired?

Best practice guidelines

In this section, we cover important information before you begin using your Appointment Reminders feature.

• Best practice guidelines

Common troubleshooting

If you seem to be having technical issues with Appointment Reminders, check out the below links for assistance.

• An Appointment has not Cancelled
• Check the service status page for known issues
• Session holders, Session Clinics, or Slot types not showing up in Custom reminders
• Why are slots not showing in Exclusions?
• Patient misspells CANCEL
• Contact support