Automated Appointment Communications with Modento will simplify your daily tasks and reduce the number of outbound calls you need to make. Simply reminding your patients of their appointments and ensuring they confirm ahead of time, will also help to avoid no shows and cancellations! Here is a short video going over how to activate this automation:

Automated Appointment Communication pulls content directly from your Verbiage section. Verbiage acts as a library of all automated messages. Be sure to customize the Verbiage before enabling the Automated Appointment Communications. Click here to learn how!

Enabling Automated Appointment Communications

Welcome Notifications

Save-the-Date

Confirmation Request Notifications

Check-In Request Notifications

Appointment Reminders


Enabling Automated Appointment Communications

Step by Step Instructions:

  1. Go to your Modento Settings

  2. Access the Practice Setup page

  3. Go to Appointment Communication

  4. To Enable the Automation to start sending to patients, select the Enable Automated Appointment Notifications check box. You can disable this at any time if needed by deselecting the check box.

    (Once this is enabled and you click save at the bottom of the page, Modento will start sending notifications according to the settings that are established)


Welcome Notifications

Step by Step Instructions:

  1. This will send a welcome text to New Patients who schedule a new appointment. This will include the date and time of the appointment

  2. Select the Check Box to enable

  3. Choose the Preferred Delivery Channel (email or text)


Save-the-Date

Step by Step Instructions:

  1. This is sent to Existing Patients when they schedule an appointment and will include the date and time of the appointment

  2. Select the Check Box to enable

  3. Choose the Preferred Delivery Channel (email or text)


Confirmation Request Notifications

Step by Step Instructions:

  1. To enable Confirmation Requests, select the Check Box next to each attempt number you would like to activate

  2. Enter in Number of Days before the appointment that the reminder will be sent

  3. Choose Preferred Delivery Channel

  4. Select time when the message will be sent


Check-in Request Notifications (Optional)

Step by Step Instructions:

  1. Select Check Box to enable Check-in Request Notifications

  2. Enter in Number of Minutes before the appointment that the request will be sent

  3. Select options for Patient Check-in (Mobile App only or Mobile App, Text, or Email)

  4. Select check box to enable the Require QR-code Scan

  5. Select check box to enable Modento to automatically move appointment status to Here/Arrived in Practice Management Software when check in

    completed


Appointment Reminders

Step by Step Instructions:

  1. Enable up to 4 appointment reminders by selecting the Add Reminder button

  2. Enter in the number of Days, Hours, or Minutes before the appointment that the message will be sent

  3. Select Delivery Preference

  4. To delete existing Reminders click the Trash Can icon


Hit Save at the bottom of this page to save the rules you have applied in the sections for the Automated Appointment Communications.

Note: If the Enable Automated Appointment Notifications check box is selected this will start sending out messages to patients that apply to the settings you have established. Be sure to go over your settings and the Verbiage portion of Modento to verify you are ready.

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