Calendar notification settings enable the system to automatically notify and remind the patient of each provider when an appointment is created, rescheduled, or an appointment has been completed.
Follow the steps below on how to turn on/off the calendar notification settings:
Step 1: Choose the Provider
1A. On the Appointment Book, click on more and select Calendar Setup.
1B. Select the Provider, click on 3 dots, and select Calendar Setting.
Step 2: Edit Notification settings per Provider
A. Reminder (SMS only)
Reminder notification enables the system to send an automated SMS reminder to patients prior to their scheduled appointment.
* If you are using the SMS feature of Core Practice, please make sure that the reminder notification for each provider is ticked to YES for the automated reminder to be sent. Otherwise, turn it off by ticking NO.
B. Creation (Email only)
Creation notification enables the system to send an automated email once the appointment is created.
C. Reschedule (Email only)
Reschedule notification enables the system to send an automated email once the appointment has been rescheduled.
D. Complete (Email only)
Complete notification enables the system to send an email notification once the appointment has been completed.
E. Prompt (Email only)
A prompt notification enables the system to notify the staff/clinicians to send an email once the appointment has been completed. The prompt notification pops up prior to sending the Appointment Completed email.
*A prompt notification will pop up as shown in the picture below.
F. Form (Email only)
Form notification enables the system to include the medical history form once the Appointment has been Created
To turn on each notification setting, simply tick YES. Otherwise, turn it off by ticking NO. Don't forget to hit Save Changes once done.
If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!