Setting Default Voice and SMS Reminders in Noterro for Efficient Booking

You can control whether Voice or SMS reminders are enabled or disabled by default on newly booked appointments. This streamlines your booking process by avoiding updating these reminder statuses each time you book an appointment. Remember that you can still toggle the status of Voice and SMS reminders on individual appointments.

  1. Log in to Admin
  2. Click on the Gear Icon in the top right header
  3. Click on Templates
  4. Scroll down to Patient Notifications
  5. Find Reminders under the Appointment section, click on Text Message
  6. Deselect Reminder is enabled button
  7. Click Save
  8. Click Voice Message
  9. Deselect Reminder is enabled button
  10. Click Save

Important Note: This does not change the status of Voice or SMS reminders for preexisting appointments.

How to Manage policy agreements with clients efficiently

Can't add links to Patient Notification Templates

Steps for Admin on Managing Form Templates for Patients

Managing Clinical Note Templates

Managing Package & Membership Templates

Managing Patient/Client Notification Templates

You can control whether Voice or SMS reminders are enabled or disabled by default on newly booked appointments. This streamlines your booking process by avoiding updating these reminder statuses each time you book an appointment. Remember that you can still toggle the status of Voice and SMS reminders on individual appointments.

  1. Log in to Admin
  2. Click on the Gear Icon in the top right header
  3. Click on Templates
  4. Scroll down to Patient Notifications
  5. Find Reminders under the Appointment section, click on Text Message
  6. Deselect Reminder is enabled button
  7. Click Save
  8. Click Voice Message
  9. Deselect Reminder is enabled button
  10. Click Save

Important Note: This does not change the status of Voice or SMS reminders for preexisting appointments.

You can control whether Voice or SMS reminders are enabled or disabled by default on newly booked appointments. This streamlines your booking process by avoiding updating these reminder statuses each time you book an appointment. Remember that you can still toggle the status of Voice and SMS reminders on individual appointments.

  1. Log in to Admin
  2. Click on the Gear Icon in the top right header
  3. Click on Templates
  4. Scroll down to Patient Notifications
  5. Find Reminders under the Appointment section, click on Text Message
  6. Deselect Reminder is enabled button
  7. Click Save
  8. Click Voice Message
  9. Deselect Reminder is enabled button
  10. Click Save

Important Note: This does not change the status of Voice or SMS reminders for preexisting appointments.

How to Manage policy agreements with clients efficiently

Can't add links to Patient Notification Templates

Steps for Admin on Managing Form Templates for Patients

Managing Clinical Note Templates

Managing Package & Membership Templates

Managing Patient/Client Notification Templates

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice