Knowledge Base
Designer
How To
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configure Security Policies & Roles
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters and their Dependencies
- DocuSign: Implementation Checklist
- Export Designer Configuration
- Create Tasks
- Communication center: how to create message templates
Overview
Features Overview
- API Exports: Usage
- Designer: User Access
- DocuSign: Feature Overview in Designer
- Enable Patient Delete
- Brand Terminology: Flexibility
- Designer Overview
- Forms: Conditional Logic
- Programs and Phases
- Webhooks
- Notifications and Alerts
- Automations
- Presentation: Customized Layouts and Action Bar
- Data Views
- Dictionaries
- Custom Data Types
- Change Summary and Version History
- eRx: DrFirst Overview
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.