Halaxy provides you with default reminder templates in your reminder settings. These include the practitioner's name, the appointment date and time, and the appointment location. If you want to change the wording in any of your reminders, you can fully customise each template to your own specifications.
Note
There are separate templates available for in-person, video and phone consultations.
-
Click Settings > Reminders and expand the settings for the relevant group or practitioner.
-
Under the Actions of each reminder type, click the
pencil icon to edit its template.
-
In the pop-up, tick the message type, SMS and/or Email, you want to enable to send.
-
Reminder templates for each appointment location type are separated by their respective tabs. Open the correct tab at the top to edit your SMS and/or email content.
-
Click Save.
Caution
If your practice doesn’t need to send a particular reminder type, do not delete the text from the template. Instead, disable a reminder by simply editing your reminder preferences and unticking the SMS and Email preferences for that reminder type.
-
Message types
At the top, select the message type you want enable for the reminder. You can enable both SMS and Email. 2 way response is also available for pre-appointment reminder type.
-
Appointment location type
Open each tab to configure the message templates of each appointment types. The reminder that is sent from an appointment depends whether the appointment location is an in-clinic, video, or phone appointment.
-
In-clinic appointment are appointments where the appointment location is set to the actual locations. (Note: your list of locations can be found in Personal > Locations.)
-
Video appointment are appointments where the appointment location is set to Online Consultation or Halaxy Telehealth.
-
Phone appointment are appointments where the locations is set to Phone Consultation.
-
-
Message editors
Use these message editors to customise your reminder content.
-
SMS Message
To insert a dynamic term, click to position the cursor in the SMS message, then click Dynamic Terms and select a term in the dropdown to insert. Click Preview to see a character count and credit cost estimates of your SMS reminder.
-
Email Message
Email reminder templates can include images and text formatting options. Just like the SMS message, you can insert dynamic terms in the email's subject and body contents.
-
Tip
For email reminders, you can also insert the dynamic term [Appointment Link] for the patient to view an online appointment summary that allows them to cancel or reschedule online.
The templates for video consultation reminders can add the dynamic term [Video Consult Link] to include a link to the video session. This dynamic term is based on the video consultation link entered in the appointment’s details.
Patients can click this link on the reminder to access to the video session.
Tip
If you select Halaxy Telehealth or Online Consultation (with Coviu integrated) as the appointment location, the video consultation link is automatically generated for you.
SMS reminders cost 1 credit per 160 characters. If your reminder is longer than this, an additional credit will be charged for every 153 characters. Make sure to enable automatic top-up of credits so you never have to worry about your reminders not being sent out.
There is no charge for receiving patient responses.
The maximum length for an SMS message is 800 characters. However, SMS reminders with over 466 characters are more likely to be rejected by telecommunications providers, so it is strongly recommended that you keep your reminder content shorter than this.
To preview the final character count and credit cost of a reminder:
Updated