Sending appointment reminders by hand
Answered

I booked a pt through the calendar, was not promoted to send an apt confirmation. They will also not receive a reminder because the apt is <24 hours in advance. How do I send an appt reminder (or confirmation) by hand? Pt needs to know where my office is. Thx

6 comments

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Anna, to send a time-of-scheduling Appointment Reminder, visit My Account > Settings > Client Reminders and toggle time-of-scheduling Appointment Reminders on at the top of the page. Then, ensure your client is set up to receive Appointment Reminders on their Overview page > Edit Details. Now, when you schedule or reschedule an appointment for that client, you'll be prompted to send them a reminder for the appointment. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

    Hi Anna, to send a time-of-scheduling Appointment Reminder, visit My Account > Settings > Client Reminders and toggle time-of-scheduling Appointment Reminders on at the top of the page. Then, ensure your client is set up to receive Appointment Reminders on their Overview page > Edit Details. Now, when you schedule or reschedule an appointment for that client, you'll be prompted to send them a reminder for the appointment. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

  • 0
    Comment actions Permalink
    Avatar
    John R. Lutz

    Gillian, my client wants text only appt reminders, but does use her email for portal access. When I set up the appt in the calendar it asks me to send the text reminder as I expect since I set the reminders up this way. But when I access the calendar appt later and try to share the link again (in case client needs a resend of text), it only provides the email choice to send appt reminder. I can't find this dilemma solution in Help.  Help! Thank you. Karen

    Gillian, my client wants text only appt reminders, but does use her email for portal access. When I set up the appt in the calendar it asks me to send the text reminder as I expect since I set the reminders up this way. But when I access the calendar appt later and try to share the link again (in case client needs a resend of text), it only provides the email choice to send appt reminder. I can't find this dilemma solution in Help.  Help! Thank you. Karen

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Karen, I'd be happy to help. Clients will need to be enrolled in Email Reminders to receive their Telehealth link automatically via email before the scheduled session. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

    Hi Karen, I'd be happy to help. Clients will need to be enrolled in Email Reminders to receive their Telehealth link automatically via email before the scheduled session. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

  • 1
    Comment actions Permalink
    Avatar
    Linda Spataro

    I would like to send a client a manual appt. reminder that wasn't sent automatically.

    The explanation given wasnt helpful. it stated " toggle time of scheduling Appt

    Reminders" on top of the page...doesn't make sense...still couldn't manually send a same day reminder for the link to video session.

    I would like to send a client a manual appt. reminder that wasn't sent automatically.

    The explanation given wasnt helpful. it stated " toggle time of scheduling Appt

    Reminders" on top of the page...doesn't make sense...still couldn't manually send a same day reminder for the link to video session.

  • 0
    Comment actions Permalink
    Avatar
    Danielle H. Friedman, LCSW

    My question is similar. I’d like to know how to manually send a last minute appt reminder via text for a non video appt. I don’t want to change my reminder settings for all my clients. I just want to send a reminder at the last minute to one client. I can do this with video appts easily from the calendar, but for this client It’s a telephone conference appt so I have it set to unassigned (Bc it’s not in my office either). When I open the appt on the calendar I do not have the option to send a reminder. What is the work around besides just texting them from my phone w a personal reminder? Thanks!

    My question is similar. I’d like to know how to manually send a last minute appt reminder via text for a non video appt. I don’t want to change my reminder settings for all my clients. I just want to send a reminder at the last minute to one client. I can do this with video appts easily from the calendar, but for this client It’s a telephone conference appt so I have it set to unassigned (Bc it’s not in my office either). When I open the appt on the calendar I do not have the option to send a reminder. What is the work around besides just texting them from my phone w a personal reminder? Thanks!

  • 0
    Comment actions Permalink
    Avatar
    Norma Wilson

    Yes, also wondering if we can manually send an appt reminder for non video sessions.

    Yes, also wondering if we can manually send an appt reminder for non video sessions.