Do your patients struggle to remember appointments? Do they have trouble following through on assignments? Do you wish insights from your sessions would carry over into their week and have more impact on everyday decisions? The new Reminders feature will help (currently in beta testing).

Please note, this feature is only accessible from the time your patient enters your waiting room until the moment the call is ended.

The Reminders feature is only available to Professional and Clinic accounts as a beta feature at this time.

To set a reminder while the patient is in your waiting room:

  1. Click on the three dots () next to your patient’s name.
  2. Click More.
  3. Select Reminders.

To set a reminder during the call:

  1. Select Reminders.
  2. Select either To do something or For next appointment.
  3. When To do something is selected, enter a comment with 50 characters or fewer.
  4. Select the date and time to schedule the message.
example of reminder text

5. When For next appointment is selected, choose the appointment day and time and click Next.

example of setting an appointment

6. Select how the message will be sent (via text message or email).

7. Enter the mobile phone number or email address.

8. Select the reminder date and time (for To do something only).

9. Confirm the text message or email date and time.

example of a reminder text for provider's approval

Appointment reminders will be sent immediately if there are less than 24 hours before the scheduled appointment time. In all other cases, appointment reminders will be delivered 24 hours before the actual appointment time.

Requirements to use the Reminders feature:

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