Follow the instructions below to ensure that your patients will receive an email reminder 3 weeks their appointments. 

1. Message Templates: Create one Email

Hi {FIRSTNAME},


This is a friendly reminder of your appointment with {NEXT_PROVIDER_FIRSTNAME} {NEXT_PROVIDER_LASTNAME} on {NEXT_START}.

We look forward to see you then.
Your Clinic Name

2. Click on Automation Rules and Click on New Automations

Then:

  1. Name the Automation for your reference.

  2. Select unsubscription category

  3. Select unsubscription automation type. For information about automation categorization and type click HERE.

  4. Select the iteration of the automation

  5. Click Continue to proceed to the next steps

Click the SELECT button and choose Patients with Appointments

Select the clinic location and click the and button

Then choose their appointment

And set it to more than 21 days remain before next appointment then click the and button

Set the appointment date to between 21 days in the future and 22 days in the future. Once done, click the then button to proceed to the next steps.

Select communicate with patient -> send email -> select the email that you created

Set it to 15 minutes later

Click on Apply Changes


Then Save Automation

To start the automation simply click the PLAY button.

When you Run this automation, your patients will receive an Email Reminder 3 weeks from their next appointment.

If you have any questions, please chat with us in your Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps 🚀

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