Before meeting with the Cliniconex team for setup, please review the following with your team. We’ll review your organization’s workflows to determine which providers, appointment types and locations you’d like to include or exclude for your notifications.
- Providers, Locations, and Appointment types: Determine which providers, locations, and appointment types you want to include or exclude from your automated notifications.
- Notification Types: Decide what types of notifications you need (e.g., appointment reminders, booking confirmations, cancellations).
- Special Instructions and Office Policies: Outline any specific instructions or office policies that need to be included in your automated messages.
- Preferred Communication Method: Determine your preferred communication channels for notifications (e.g., email, SMS, voice call).
- Advance Notice: Decide how many days in advance you want appointment reminder messages to be sent.
Note: If you’re interested in implementing services beyond appointment reminders (e.g., booking notifications, cancellations), please let me know when scheduling the meeting.