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Email & SMS Reminders

With all the things people have to juggle in this world, isn’t getting a reminder lovely? We think so. That’s why Jane lets you send your patients automatic email and text message (SMS) reminders before each appointment. You can offer multiple reminder options, such as:

  • an email reminder 48 hours before the appointment
  • a second email reminder 12 hours before the appointment
  • a text message reminder 3 hours before the appointment

You can decide and configure whatever options you’d like to offer in the Settings, under Reminder Types.

Looking for information on Intake Form Reminder Emails? Check out our guide Intake Form Reminder Email FAQ.

Remind patients of their upcoming appointment at your health care clinic using email and text messages.

Adding a Reminder Type

In the Settings, under Reminders, click “Add Reminder.” Then configure the reminder settings:

  • Delivery Method - Email, SMS, or Phone
  • Send Reminder - How many hours before the appointment to send the reminder
  • Subscribed by Default - Check if you’d like new patients to automatically be subscribed to this reminder
  • Enabled - If you ever need to temporarily disable reminders of this type, you can uncheck this
  • Patient selectable - Allow patients to opt into this reminder, if unchecked only staff can opt a patient in or out.

Tips for Reminder Types

It’s nice to offer your patients a few options, but not too many. We recommend an email reminder before your late cancellation period. That way, patient’s have a chance to cancel without a penalty. This reminder could be enabled by default. And then offer a second email reminder 12 hours before, and maybe a text message a few hours before. You can click the “View Preview” button to see what the reminder will look like.

Phone Reminders

If a patient doesn’t have an email address or the patient has opted into Phone Reminders, they will be added to the Phone Reminders list for your staff to call. Read about the phone reminders list here.

Additional Notes

Subscribed by Default

If your clinic has the Subscribed by Default setting enabled in the Reminders and Notifications settings, patients must first opt-in to receive SMS reminders before they will begin to receive any SMS reminders. Once the patient has consented to receiving SMS Reminders, any notifications set up as Subscribed by Default, will then automatically be sent.

Online Reminder Pop-Up

When patients book an appointment online, they’ll see a pop-up window as part of the booking process where they can opt-in to the reminders they would like to receive. The way the pop-up appears may vary depending on your clinic’s settings and use of Subscribe by Default. For existing patients of a clinic, they’ll receive the pop-up as well where they can confirm or change their reminder preferences.

Note 📍: This pop-up will appear if there is a reminder delivery type the patient is not opted-in to.

Here’s what the pop-up looks like when reminders are set to Subscribe by Default:

And here’s what the pop-up looks like when reminders are not set to Subscribe by Default:

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