Schedule Reminder Texts for Appointment Requests

This article outlines the steps to manage automated text reminders for appointment requests effectively.

Key Steps

1. Access Appointment Requests 0:16

   • Navigate to the Appointments section.
   • Click on Requests to view online scheduled appointments.
   • Click Review Request to approve/deny a request.

2. Confirm/Edit Patient Information 0:42

   • If a matching patient is found, it will be automatically suggested. If the patient is correct, click confirm patient information.
   • If a matching patient is found, but some information does not match, select the item to keep (for example, which phone number to keep).
   • If a matching patient is found but incorrect, click Cancel
   • If a request is approved, a new patient record will be created. You can edit the patient information before saving if desired by clicking Edit Patient Info.

If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.