Setting Up Custom Text Reminders on the Patient Portal
Index
- Sections
- ICANotes is required to include the Provider's name as well as "Appt Reminder:" in the beginning of the SMS text and "To unsubscribe reply STOP" at the end of the text message.
- Set Up Patient Portal Admin
- How to Manage Text Messages
ICANotes is required to include the Provider's name as well as "Appt Reminder:" in the beginning of the SMS text and "To unsubscribe reply STOP" at the end of the text message.
Set Up Patient Portal Admin
1. To set this up, you need to go to Settings then click the 'Security Center' button.
3. Enter your password.
4. Click the 'OK' button to continue.
5. In the Security Center, find the name of the person who will take the role of Patient Portal Admin and click the 'Edit' button in the right column.
6. Click the 'Patient Portal Admin' checkbox to turn on the feature.
7. Click the 'Save' button to save the change.
This user is now ready for Patient Portal Admin functionality. Click Back at the top left to return to the Security Center.
How to Manage Text Messages
1. If you have text reminders activated, there will be a selection available for Patient Portal Administrators under the 'Admin Tools' tab in the Patient Portal.
2. On Admin Tools, click the SMS Reminder Settings button.
3. Hours to Send Reminders applies to all of the SMS Messages sent out by your practice. Make changes to the hours you want reminders sent out using the arrow buttons in each field to adjust the time.
4. You can set up two appointment reminders and one notification all on the same screen, shown below.
Please Note: In order for the Notification to be available, there must be a second reminder enabled.
5. For the First Reminder:
a. You can sent how far in advance of the appointment you want this reminder to be sent to the patient.
b. You can allow the patient to confirm or cancel their appointment by responding to the reminder. The 'i' icon has additional information on this function.
c. Enter the text you would like to be sent out in your message. Use the blue buttons to pull information from the appointment scheduled in ICANotes. The 'i' icon has additional information on this function.
d. You can preview the reminder.
6. To send a second reminder, use the slider indicated below and set up the reminder using the same steps above.
Additional information on this functionality can be seen using the 'i' icon.
7. Set up a Notification. The most notable difference is that there is not an option to allow a patient to Confirm/Cancel with the Notification.
Please Note: Responses to notifications are not recorded.
Additional information on this functionality can be seen using the 'i' icon.
8. Always use the Save Changes button located in the lower right area of the reminder scheduling area.
5. Look for the Settings Saved notification in the bottom right to verify all settings saved.
Go to our website at https://www.icanotes.com/text-reminders/ to order Text Reminders.
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