You’re able to set up E-mail and SMS treatment reminders. The SMS feature needs to be activated and credits need to be available.
Template & Default reminder term
To set up Email & SMS treatment reminders, open menu > clinic settings > email & sms messaging > treatment reminders.
To send treatment reminders by e-mail make sure to set up the correct subject and message header and body.
You’re able to include an online booking button in treatment reminder emails. For each treatment, you can enable this and choose the applicable service. This allows the patient to book a repeat treatment, just by a click of a button.
SMS
Below the e-mail treatment reminders, when the SMS feature is activated, you will find the text field for the SMS treatment reminder.
Important: Keep in mind that this field can hold up to 160 characters by default. Click here if you wish to extend this limit.
Once you’re done setting everything up, finally hit the save button.
Edit reminder term per record.
Once the template and default reminder term are set up, a bell icon will appear during the treatment registration in the "Treatment - tab":
Whenever that icon is clicked, a new window will pop out where you’re able to set the reminder term if you choose ‘Custom reminder term’:
Send reminder
Make sure the "send treatment reminder" checkbox is active in the "send to patient" pop-up. If you don't edit the reminder term, the default setup reminder term will be used.
Why a reminder can still be sent after a repeat treatment
A treatment reminder is only suppressed when the patient is treated again with the exact same treatment before the reminder term expires. If the patient receives a different treatment — even a closely related one — the system does not recognize it as a repeat, and the original reminder will still be sent.
This is relevant for treatments that are split into several separate treatments by size or dose, such as botulinum toxin zones (e.g. 0.5 / 1 / 1.5 / 2 zones) each set up with its own price. Since every zone size is technically a different treatment, a follow-up treatment with a different number of zones is not seen as a repeat of the original one, and the reminder will not be suppressed — even if the patient was, in practice, treated again in time.
Recommended solution: instead of creating a separate treatment per zone size, set up one treatment (e.g. "Botulinum toxin") with volume pricing. This way, any repeat treatment — regardless of the number of zones or units — is recognized by the system as the same treatment, and the reminder is suppressed correctly.