Turning on Appointment Text or Email Reminders

In addition to your clients being able to enroll in text or email reminders within their client portals, you can also turn on text reminders manually for your clients within their client profiles. 

Step 1: Navigate to the client's Contact Info tab

Step 2: Within the Client Phone Numbers section, click on the alarm icon above the phone number or email address you'd like to enroll in reminders. 

      

Once you have enabled notifications (or if the client has already enrolled in text reminders themselves), the icon will then appear as a ringing bell. 

Please note: the client will receive the reminder based on the settings configured at the Account Settings level.

• Related Articles

• Setting Up Appointment Reminders

  You can enroll in appointment reminders to be sent via text message within your portal.  STEP 1: Login to your portal and click on the Notifications tab. STEP 2: You'll then be able to click on the button to enable notifications and enter the mobile ...

• Adding Custom Text To Appointment Reminders

  Step 1: Navigate to Account Settings Step 2: Click Edit on the Practice Settings option Step 3: Navigate to the Default Tab and check the box for Enable Appointment Reminders/Days Before Step 4: Click on the Information tab located next to Enable ...

• Creating a Cohort to Schedule Send Packets (Intakes & ROMs)

  You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...

• Updating Client Time Zone

  Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...

• Switching to My Best Practice (EMAIL TEMPLATE)

  Switching to My Best Practice   PRACTICE NAME is in the process of migrating to a new electronic medical record (EMR) platform called My Best Practice. This transition will help us to continue providing excellent service to our clients, and we hope ...