• Navigate the Appointments screen. 
  • Press the Reports button located in the Side Panel section on the right side of the screen.

  • Or press the "More" button, located at the top of the screen, and select the "Reports" option.
  • The following screen will be displayed: 


  • Choose the patient, provider, or office that wants to send the appointment reminder. Once selected, press the "Search" button.
  • The list of appointments for the selected patient from last month to the present will be displayed.
  • Then click on the Communication button located at the top of the screen.

  • The following screen will be displayed: 
  • To send a reminder of a specific appointment, select it and then click on the Process Selected button located at the top of the screen.

  • The email will be automatically sent. 
  • If you want to send the appointment reminder to all patients displayed on the screen, click on the "Process All" button located at the top of the screen.
     
  • All appointment emails displayed on the screen will be sent automatically.



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