Set Up Appointment Reminders

Configure when and how appointment reminders are sent to patients and staff before scheduled visits.

Prerequisites

• OrganizationAdmin or ClinicAdmin role
• Access to Communication settings

Steps

1. Navigate to Communication → Reminder Rules (or Organization Settings → Communication → Reminders).
2. Configure one or more reminder rules with the following settings:
   • Offset — time before the appointment (e.g., 24 hours before, 2 hours before)
   • Channels — which channels to use (email, WhatsApp, SMS)
   • Recipient — who receives the reminder: Patient, Staff, or Both
   • Template — which notification template to use
3. Add additional rules as needed (e.g., a 24h email reminder + a 2h WhatsApp reminder).
4. Click Save to apply the rules.

Notes

• Default rules (provided until customized):
  • 24 hours before: Email to Patient
  • 2 hours before: Email + WhatsApp to Patient
• OrganizationAdmins set Organization-level rules that apply to all clinics.
• ClinicAdmins can override Organization-level rules for their specific clinic. Clinic-level overrides take precedence.
• Rule changes apply to future appointments only — existing reminder schedules are not retroactively modified.
• All rule changes are recorded in the AuditLog.