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:
Name the Automation for your reference.
Select unsubscription category
Select unsubscription automation type. For information about automation categorization and type click HERE.
Select the iteration of the automation
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 🚀