How to send email confirmations

At a configurable number of days prior to an appointment, each Patient will receive an automated email confirmation request. This email will contain a link the user (patient) can click on to confirm their appointment. These confirmation request emails will be sent to users each day until they confirm their appointment.

Note that the emails are actually sent to the Users associated to the Patient that has the appointment. If a patient record is associated with two User accounts, both User accounts will receive email notification.

To manually initiate the process of sending confirmation notices:

  1. From the Home page, click the Send Confirmation Reminder Notices link.
  2. Review the notices that are queued.
  3. Click the Send Notices button at the bottom of the report.