+2We’d like to send an automated email reminder to patients to check if they’d like to book in for their recommended treatment.
I appreciate that there is the ‘Unbooked Treatment’ report, but if we could minimise our admin team having to call even just a few patients, that would really help.
Has anyone managed to configure a way to do this?
+14Hi
Thanks for the feedback! A couple of options you can try today:
Automatic nudge after proposing treatment: if you create an estimate, set an estimate automation to email/SMS the patient X days later with your online-booking link (or “reply to book”).
Work the list weekly: use Unbooked Treatment (filter “Next appointment needs booking”) or build a quick cohort in Patients Report (e.g. “seen in last 60 days, no next appointment”) and send a bulk email with the same template. If you use Online Booking/Portal, include that link so they can book in two taps.
Keep in mind that the estimate rule triggers from the estimate date and won’t auto-stop if they book later, so mark the plan as booked/declined to avoid a second nudge.
If you do pencil in a follow-up at the consult, you can automate pre-appointment nudges via Settings → Automation → Communication → +New Rule → Type: Appointment, set timing (e.g. 1 week before), and use Conditions (e.g. Reason) to target specific treatment types; pick your email/SMS template and save.
I’m also raising a feature request for a rule like “if a plan’s next appointment needs booking, send a reminder.” If this would help your practice, please like this post and add a quick comment about your workflow. 🙌
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