Communication Settings
Configure automated patient communications across the care lifecycle
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Appointments
Booking confirmations, pre-visit prep, and check-in messages
Booking confirmation
Send confirmation email when an appointment is booked
Pre-visit preparation
Send preparation instructions before the appointment
hours before
Check-in welcome
Send a welcome message when the patient checks in
Post-Visit
Visit summaries, feedback requests, and no-show follow-ups
Post-visit summary
Send a visit summary after the appointment is completed
hours after
Post-visit feedback
Request feedback about the visit experience
hours after
No-show follow-up
Send a follow-up message when a patient misses their appointment
hours after
Protocols & Adherence
Protocol delivery, check-ins, and adherence tracking messages
Protocol delivery
Send the protocol details when assigned to a patient
Protocol check-in
Send periodic check-in messages during the protocol
every
days
Adherence milestones
Celebrate when patients hit adherence milestones
Adherence nudges
Send a gentle nudge when adherence lapses
after
days lapse
Labs & Consents
Lab result notifications, retest reminders, and consent renewals
Lab results ready
Notify patients when their lab results are available
Lab retest reminder
Remind patients when it's time to retest
Consent renewal
Remind patients when consent forms are expiring
days before
Re-engagement
Automated outreach to inactive patients
30-day re-engagement
Gentle check-in for patients inactive for 30 days
60-day re-engagement
Value-focused outreach for patients inactive for 60 days
Channels & Preferences
Default communication channels and delivery preferences
Default channel
Primary channel for sending communications
SMS messaging
Enable SMS as an additional delivery channel
WhatsApp messaging
Enable WhatsApp as an additional delivery channel
Default Prep Instructions
Default text included in pre-visit preparation emails
Note: These settings control automated lifecycle communications. Individual patients can opt out of emails via their profile preferences. Communications are logged in the audit trail for compliance.
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