Task reminders are designed to get patients completing more paperwork online before arriving at the practice, saving time in reception, by sending an additional reminder before their appointment.
Portal Task reminders can be used in conjunction with appointment reminders. Only patients with tasks outstanding get a Task Reminder, less than 48 hours before their appointment. This message contains the number of tasks that the patient must complete, and a link unique to that patient. In most cases, patients can complete their paperwork without logging in.
Video example of using a unique link through task reminders 👇
Security of unique links
For security, no saved personal information is exposed in this workflow. Patients can only submit information on fresh forms. In case the unique link is sent to the wrong person, we ask them to enter their birthdate as a simple identity check. Unique links are hard to guess, and expire after a certain amount of time.