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Prior to setting up reminders, system administrators should consult with university or organization legal counsel and IT group for guidance about applicable policies, and federal/state laws governing the use of personally identifiable information (PII). In addition to use of PII in reminder messages, consideration should be given to security during transmission and storage of sent messages. Clients should be informed of their rights and options, and provide consent deemed necessary and appropriate by legal counsel.
By default, the appointment reminders that you created on the Appointment Reminders screen will be sent for every appointment on all schedules. You can customize appointment reminder behaviors by appointment code, if desired. You should have already created your list of appointment codes. To change appointment reminder behavior by appointment code:
| 1. | From the calendar screen, click Settings > System Settings. |
| 2. | Click Appointments tab > Appointment Reminders button. |
| 3. | Click the Appointment Code list button. |
| 4. | Click the Edit button on the menu bar. |
| 6. | Click the Client Appointment Reminders tab. |
| 7. | If desired, turn off appointment reminders for the appointment code. |
| o | Turn off all reminders for the appointment code by clicking the "do not send reminders" check box. |
| o | Turn off either email or SMS text reminders by clicking in the "do not send" check boxes. |
| 8. | If desired, type in default location text to be used in reminders for this code. (Note: This default location only appears it reminders. It is not added to appointments.) |
| 9. | If desired, create custom reminders for the appointment code. |
| a. | Click the "override the default message" check box. |
| b. | For custom email reminders, enter desired subject and type reminder message into the body text box. |
| c. | For custom SMS reminders, type reminder message into the message text box. |
| d. | Click the Preview button to see the message. |
| 10. | Repeat steps 5-9 for all desired appointment codes. |
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