If you want certain patients to receive reminders differently from your general patient list, you can customize their individual reminder preferences
-
Open the patient's profile.
-
Under the Communication & Reminders section, next to Reminders, click the
pencil icon.
-
In the pop-up, configure the reminder preferences for this patient. (For more details on preferences, see our guide to reminder settings.)
-
Click Save.
This patient now receives reminders according to the preferences you have just set.
Important
To ensure that these preferences apply effectively, check that your default reminder settings are not set to override individual patient preferences.
If a patient no longer needs different reminders, delete their custom preferences so they follow your practice or practitioner reminder settings again.
-
Open the patient's profile.
-
Under the Communication & Reminders section, next to Reminders, click the
-
In the pop-up, if the patient has preferences for individual practitioners, select the practitioner whose preferences you want to delete.
-
Click Delete.
-
In the pop-up, click Delete to confirm.
The patient's appointments with this practitioner now follow the next applicable reminder preferences.
Note
Delete only appears when the patient has custom preferences saved for the practitioner you selected (or for the practice-wide level when no practitioner is selected). Preferences saved for other practitioners are not affected, and reminders that are already scheduled don't change.
Tip
To return a patient to your usual reminder settings, delete their custom preferences instead of unticking every option. Unticking every option saves a custom preference that stops all reminders for the patient.
Caution
Deleting custom reminder preferences can't be undone.
Updated