Automatically sending Patient Portal links via reminders

Owned by Harry Garwood (Unlicensed)
Last updated: Jul 17, 2020
1 min read

The main method in which patients can get their link to access Patient Portal is via the automatic appointment reminders. This means that on any email/SMS sent out to to the patient to remind them of their appointment they can access Patient Portal and complete their outstanding forms online!

To check your reminders are sending the Patient Portal email/SMS templates feel free to follow the below steps:

As the above shows your automatic appointment reminder settings should look something like this:

The two main things to check are:

  1. The template you are using is the Patient Portal reminder email/SMS message, this is usually called ‘PORTAL REMINDER’.

  2. In the ‘Patient Has’ field you have whichever combination of messages you’d like to send ticked so these will go automatically.

If you’d like more information on how automatic appointment reminders work then click here for the article .