Configure Patient Message Defaults
Set global notification channels and reminder timing.
Configure patient message defaults when your practice needs global delivery controls and org-wide reminder timing.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Patient Access.
Open Notifications.
Select Global.
Turn Email notifications and SMS notifications on or off.
Select Reminders.
In Reminder settings, turn Intake reminders on or off, then set the reminder interval and maximum reminder count.
Set Pre-visit reminder cadence, maximum reminders, and stop-before-appointment timing when pre-visit is configured.
Set Feedback reminder delay and maximum reminder count.
Select Save reminders.
Global channel switches and reminder timing are updated.
Common pitfall: Appointment reminder timing is managed per appointment type, not in global notification settings.
Troubleshooting
Messages are not being sent. Check that the channel is enabled and the patient has the needed contact detail.
A reminder is not being sent. Check the module preference, the global channel switch, and the module-specific reminder settings.
Related
- Before this: Assign Intake Packets
- After this: Configure Notification Templates
- Instead: Review Patient Messages
Need help? Contact your administrator or reach out to support.