This guide will take you through the process of adding appointment reminders in FLEX.
To access this part you will need access to the Setup of FLEX, specifically the Appointments Setup. If you can, then please proceed, if not, please ask a staff member that can access this part of the system.
Please proceed to the following section of FLEX:
Menu > Setup > Appointments > General. Then please follow the steps below:
- Click on the Appt Reminders button at the top of the screen
- This will bypass any other setting and take you straight to the Appointment reminder section.
You will now notice that all four boxes are empty
(they may not be if you have added appointment reminders/confirmations previously)
- Double-click into one of the boxes (reminders for SMS/email). As an example for this guide, the reason sight test has been chosen along with the appointment reminder template.
This will then mean a patient who is booked in for a sight test reason 24 hours before they are due to see you.
This can also be done for email appointment reminders
- From this moment on the SMS/email will be sent to those patients.
If you want to send them to patients already booked in for the future, then please contact Support on either of the following: Email: support@optinetuk.com Phone: 0800 310 2400