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How to use task reminders
How to use task reminders

Find out how task reminders work, how to enable them, and how they can increase digital form collections for your practice and save time.

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated this week

How do I activate task reminders?

You can enable task reminders in the Portal admin dashboard, under 'Patient Notifications'. Learn more about how to turn on task reminders with our helpful guide.

How will task reminders appear for the patient?

Task reminders will appear in the form of SMS texts with a unique link - find out more about how task reminders work and what the patient will see.

How do task reminders benefit my practice?

Task reminders are the best way to get your patients to complete forms online before coming to the practice.

Going paperless with pre-appointment forms will:

  • Save you time with not having to scan or input data, freeing up your team's time for other crucial tasks.

  • Reduce your practice's paper waste.

  • Limit the chance for human error by not having to transfer data from forms to your database.

  • Save space, with no need to store hundreds of physical forms.

  • Improved security with two-factor authentication, reducing the chance of an accidental data breach.

Task reminders will ensure your patients know what forms they need to complete and when.

Benefits of using task reminders include:

  • Unique booking links - Patients can book their appointment directly from the link without logging in, improving their online booking experience.

  • Smart automation - Task reminders only send to patients who have forms to complete, so no need for unnecessary generic communications to patients who don't need it.

  • Performance optimisation - Individualised links allow us to track patient clicks, to report on conversion rates. We can assess the performance of task reminders to continually improve the patient booking experience.

  • Reduced admin in practice - Sending reminders increases the number of patients who complete forms digitally in advance - which consequently will reduce their time spent in practice, making for a better in-practice experience.

💡 Top tip: If you have a link to your Portal in your already existing SMS appointment reminder templates, remove it whilst task reminders are active to reduce the number of patients logging in unnecessarily.

Here is our recommended setup:

  • 4 weeks before – email reminder

  • 5 days before – email reminder (with a Portal Link)

  • 2 days before SMS – reply to confirm

  • 1 day – SMS – Portal task reminder

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