Setting Up Appointment Reminders

Set up service reminders to restrict scheduling appointments for patients who are scheduling a specific service. If you set up your preferences to allow overrides for service warnings, you can still schedule appointments despite any service reminders and restrictions. See Setting Up Appointment Scheduler Preferences.

1. Open the Company Offices window. See Opening the Company Offices Window.
2. Click the Reminders link.

   The Appointment Reminders Setup window opens with the Service Reminders tab active.

3. To add a new service reminder, click Add Service Reminder.

   OR

   To edit an existing service reminder, click Edit in the row of the reminder you want to edit.

4. Select a service from the Service column drop-down list.
5. Select a resource from the Resource column drop-down list.
6. Select or type the maximum number of times that you want to schedule the service in the How Many box.
7. Select Appointment, Day, Week, or Month from the Per drop-down list.
8. Type the message that you want to appear in the service reminder in the Reminder box.
9. Click Insert to add a new service reminder.

   OR

   Click Edit to update an existing service reminder.

10. Click Return to close the window.

1. Open the Company Offices window. See Opening the Company Offices Window.
2. Click the Reminders link.

   The Appointment Reminders Setup window opens with the Service Reminders tab active.

3. Click Copy Reminders.
4. Select the offices you want to copy the service reminders to from the To Office drop-down list.
5. Click Copy.

   The window closes.

Set up insurance reminders to control the scheduling of appointments for patients who are covered by a specific insurance carrier. If you set up your preferences to allow overrides for insurance warnings, you will still be able to schedule appointments despite any insurance reminders and restrictions. See Setting Up Appointment Scheduler Preferences.

1. Open the Company Offices window. See Opening the Company Offices Window.
2. Click the Reminders link.

   The Appointment Reminders Setup window opens with the Service Reminders tab active.

3. Click the Insurance Reminders tab.
4. To add a new insurance reminder, click Add Insurance Reminder.

   OR

   To edit an existing insurance reminder, click Edit in the row of the reminder you want to edit.

5. Select an insurance carrier from the Insurance column drop-down list.
6. Select a resource from the Resource column drop-down list.
7. Select or type the maximum number of times that you want to schedule the insurance carrier in the How Many box.
8. Select Appointment, Day, Week, or Month from the Per drop-down list.
9. Type the message that you want to appear in the insurance reminder in the Reminder box.
10. Click Insert to add a new insurance reminder.

    OR

    Click Edit to update an existing insurance reminder.

1. Open the Company Offices window. See Opening the Company Offices Window.
2. Click the Reminders link.

   The Appointment Reminders Setup window opens with the Service Reminders tab active.

3. Click the Insurance Reminders tab.
4. Click Copy Reminders.
5. Select the offices you want to copy the insurance reminders to from the To Office drop-down list.
6. Click Copy.

   The window closes.