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.
Benefits of using task reminders and paperless forms include:
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.
Save time and space - No need for scanning or inputting data with digital forms, freeing up your team's time for other crucial tasks and reducing the need for physical storage.
Reduce paper waste - Helping your practice and the environment with paperless forms.
Reduce human error - With online form filling, patients are less likely to can input information in their own time, and consequently practices has less chance of making mistakes when transferring details to their database.
Improved security - With two-factor authentication for patients, reducing the chance of an accidental data breach.
Task reminders will ensure your patients know what forms they need to complete and when.
💡 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