General System Settings: Reminders & Notifications

  • Updated

 

Before You Begin

Many settings have been pre-configured with recommended defaults to keep your system running smoothly. To avoid unexpected issues, only adjust settings you’re confident about. If you’re unsure, contact support@juvonno.com before making changes.

 

Permissions 

  • Access to General System Settings 

Contact your clinic administrator if you do not have the required access 

 

General System Settings: Reminders & Notifications 

To get to Reminders & Notifications: 

  1. Go to Settings 
  2. Under System & Company Settings, select General 

  3. Click Reminders & Notifications

     

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Appointment Email Reminders

Select which fields you would like to appear on the patient's appointment email reminders then Save.

 

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Appointment Text Reminders 

 

Learn more about the individual fields
 
Text Message Reminders


This message will be sent to a patient as a reminder of their upcoming appointment by text message. Text messages can only be 160 characters in length, including any content tags' results involved. Otherwise, the message will fail and not be sent through. This includes spaces and any other special characters.

TIP: Enter DO NOT REPLY at the end of your message if you don't want patients to reply
Reminder Text Message Time

This is the earliest time when text message reminders are sent to patients.

Text Message Confirmation

Select this if you want patients to be able to confirm their appointment from their text reminder.

Reminder Text Message

Enter the custom text you want the patient to receive. Keep it as short as possible as you can only have a total of 160 characters including spaces and the number of characters inserted for the tags you enter.
Content Tags

These dynamic tags act as 'shortcuts' to specified clinic, patient or appointment data. Entering these tags exactly as displayed in the Reminder Text Message field will replace them with their corresponding information when received by the patient.

 

Out-of-Office Text Responder 

 

Appointment Email Notifications 

 

Appointment Email Content

Update your appointment email content including: 

  • Patient Booking Notification & Reminder Header Message 
  • Patient Booking Notification & Reminder Footer Message 
  • Welcome Packet Email
  • Accepted Appointment Request 
  • Declined Appointment Request


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Learn more about the individual fields

 

Patient Booking Notification & Reminder Header Message


This message will appear after the appointment details in the email. This may include information such as your cancellation policy, what to bring to the appointment, the times your clinic is open, etc.

Note: This content is also added to an 'Accepted Appointment Request'.

 

Patient Booking Notification & Reminder Footer Message

This content will appear at the bottom of the message.
Accepted Appointment Request

This message will be sent when you approve an appointment request a patient has made through the portal. When accepting the appointment request you are still able to add customized comments specific to the request.
Declined Appointment Request

This message will be sent to the patient when you decline their appointment request through the Portal. When declining the appointment request you are still able to add customized comments specific to the request.

 

Invoice Email Content

Update your invoice-related email content including: 

  • Patient Unpaid Invoice Email
  • Patient Paid Invoice Email 

  • Voided Invoice
     

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Learn more about the individual fields
 
Patient Unpaid Invoice Email When you email an unpaid invoice to a patient this message will be sent along with details about the invoice as well as a copy of the invoice pdf attached.
Patient Paid Invoice Email

This email message will accompany a copy of the patient's invoice PDF when using the Email Invoice function during appointment checkout.
Pay Online Request

This will be your email message when requesting a patient complete their payment online using the Patient Portal.
Voided Invoice

This message will be emailed to the patient if their invoice is voided.

 

Share Intake Form Email Content 

 

Email Style

Customize the colour of the headers and buttons in your emails: 

 

 

Portal Signup Emails (Portal) 

Edit the content of your clinic's Patient Portal Signup Emails: 

  • Patient Portal Confirmation
  • Patient Portal Invitation


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Learn more about the individual fields
 
Patient Portal Confirmation

This message is sent to patients and includes a link to activate their Patient Portal account
Patient Portal Invitation

This message is sent as an invitation to patients with a link directly to the Patient Portal to set up their login 

 

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