Start with the booking
Keep the patient, doctor, chair and appointment time together. Confirm the contact number before sending a reminder.
Give your front desk a clear follow-up process for booked appointments and patients who need to return.
Keep the patient, doctor, chair and appointment time together. Confirm the contact number before sending a reminder.
Use the enabled confirmation and reminder settings for your clinic. Approved templates and messaging permissions still apply.
Check message status and patient responses instead of treating a queued reminder as proof of attendance.
Work through recall tasks for patients who need another visit. Use the clinical team’s follow-up instructions rather than a universal clinical schedule.
Messaging is subject to clinic settings, valid contact information, patient permissions, template approval and available credits. Using your own WhatsApp number requires an eligible Full Ops subscription, platform configuration and account setup. Reminders cannot guarantee attendance or prevent provider restrictions.
Check your clinic’s active plan, role permissions and settings before enabling a workflow.
Compare plans and pricingA reminder relates to an existing appointment. A recall helps staff follow up when a patient may need another visit; the team still decides the appropriate timing and next action.
The public template gallery provides examples. Check the purpose and approval requirements before using any message with patients.