Reminders Setup Checklist

Location: Admin

Setup steps for Reminders:

□Purchase the Reminders feature.

□Collect patient contact information: email address, cell phone number, and/or home telephone number and enter in your EHR.

□In Practice Information, enter the URLs for your website, Facebook, and/or Twitter accounts (optional) and enter the telephone number that patients should call if they have questions about their appointments.           

□In Reminder Settings on the Scripts tab, add your own scripts (optional).

□In Reminder Settings on the Rules tab, define the reminder rules.

□In Scheduling Settings on the Rules tab, define if patients can confirm appointments (remaining settings only applicable if using the Updox Scheduling application).

□In Scheduling Settings on the Calendars tab, change provider's name if needed (remaining settings only applicable if using the Updox Scheduling application).

□In Scheduling Settings on the Appt. Types tab, specify the reminder scripts to use for each appointment type (optional, use if you want to specify scripts other than the Updox default scripts)

□In Scheduling Settings on the Locations tab, define your appointment locations (optional) (availability dependent on your EHR's integration with Updox).

□You can optionally use your practice telephone number as the caller ID for telephone and text message reminders. If interested, email us at support@updox.com and we'll get that turned on for you.

□You can optionally change a patient's preferred voice reminder language to Spanish in the Address Book or Patient Portal (the default is English).

□For appointment systems not integrated with Updox, use the File Upload tool to send files containing the patient and appointment information to Updox.