Knowledge Base


Create Automated Appointment Reminders

How to Create Automated Appointment Reminders

Automating appointment reminders is a simple process, but requires a couple items before building:

  • Encounter type(s) that will be associated with the reminders
  • Message template to be sent as the reminder (which includes a reference to the Encounter date/time fields)

Once you have these created, navigate to “Automations” from the vertical menu bar in Designer, and Click on “+New” in the upper right corner.

Enter or make the following selections:

  • Automation Title
  • Automation Label (if desired)
  • Trigger Type: Scheduled
  • Set relative time you want the reminder to be sent (ie, 1hr before)
  • Choose the particular Encounter template you want to send these for, if only one.  If no Encounter type is selected the automation will trigger for all Encounter types

On the right, in the Conditions and Actions area:

  • Add any conditional logic desired (optional)
  • Select either SMS Patient, Chat Patient, or Email Patient, as the Action type, depending on the means of communication desired
  • Choose the Message template you want to send.

That’s it!  You are now ready to publish the automation!

More Questions?

If you have any questions regarding Automations , please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.