Index

• Sections
  • Setting Up Email and Text Reminders
  • Setting Up Reminders in Demographics
  • Email example
  • Example of text message
  • Using the Portal Reminder Status Report
  • Chart Room (Classic)
  • Chart Room (New Layout)

This Knowledge Base Article will cover how to enable reminders (Email Or Text) for individual patients. You are able to customize the content and timing of reminders for your practice as a Patient Portal Admin using this Guide. Your Practice can enable Text Reminders without Premium Patient Portal. 

For more information about activating email or text reminders or the Patient Portal, please contact our sales department or follow this link.

Setting Up Email and Text Reminders

This guide explains how to turn on the email and text reminders per patient available through ICANotes. 

• Patient reminders are part of the premium patient portal (text reminders have an additional cost). 
• For more information about activating text reminders, please contact our sales department.

Setting Up Reminders in Demographics

1.  Cell phone number needs to be present for text reminders (see the red rectangle below).

2.  Email address needs to provided for email reminders (see the green rectangle below).

Please note that in order for Email Reminders to work correctly, the patient must have their Patient Portal account set up.

3.  Select how to send appointment reminders by email or text message (see the orange square below) .

The patient will receive the reminder before the appointment. The default setting for Email Reminders is 48 hours. (You are able to modify this within your Patient Portal as an Admin.)  If a new appointment is created within the 48-hour timeframe, an appointment reminder will be sent to the patient shortly after the appointment is saved.

Email example

The patient can go to the patient portal by clicking on the link and confirm or cancel the appointment.

If confirmed, the provider will receive a message through the Messaging Center.    

If cancelled, the provider will receive a message through the Messaging Center.   

Example of text message

If the patient texts back YES, the Patient Reminder Status Report will show as confirmed.

If the patient texts back NO, the patient Reminder Status Report will show as cancellation requested.

Using the Portal Reminder Status Report

To access the Portal Reminder Service, on the Chart Room:

Chart Room (Classic)

Chart Room (New Layout)

On this report you will be able to verify the actual status of your patient's appointments:

A. Filter Start By Date: Dates that can be filled in before performing a query for a specific time period. 

B. Filter by Reminder Status: Filter what to display using the dropdown menu after the date range filter.

• No Response: Appointments that the patients have not res