Engage - Set Up Your Appointment Reminders

Edit the Message Content:

1. Click Engage from your PracticeQ toolbar.
2. Click Templates → Appointments.
3. If you need to add a new Appointment Reminder, click Create New Schedule, then select Appointments from the Schedule Types dropdown menu.

   

4. Click on each message type (Text, Family Text, Email, or Family Email) to edit its content. We’ll choose Text here as an example.
5. Place your cursor in the text box to edit the template.
6. Click the blue Variables above the text box to add them to the template. The variables will personalize your message by pulling information from the client's profile in PracticeQ.
7. A preview example will display on the right. Click SAVE when you are happy with your message. To return to the default message, click RESET.

Note: Do not remove the last part of the message that reads STOPtoOptOut. This verbiage is necessary to offer an opt-out option to your patients.

Set the Message Timing:

1. Return to  Templates → Appointments.
2. Locate the message for which you wish to edit the timing.
3. Click the  gear wheel icon to the right of the message title.
4. Give the message a  Friendly Name, if desired. For example, you may title it 7 Days Before Reminder.
5. Check each  Contact Method you wish to use. You can select Text, Email, or both.
6. Select a  number of days or hours.
7. Select DAYS or HOURS.
8. Select BEFORE or AFTER to indicate if the reminder should go out before or after the appointment.
9. Under  Weekday Settings, click the Enabled button under any day of the week you do NOT wish for this message to send, such as Saturdays and/or Sundays. The label under the selected days will change to Disabled.

IMPORTANT:

• Do not forget to perform these actions for each message type you want to customize and for each of your practice locations.



---

For more about Engage and how you can add it to your PracticeQ account, click here.