Problems with Email/SMS Confirmations & Reminders

We're delighted that you're using SMS or Email messaging to improve communication with your clients. We send out thousands of messages every day all over the world and in the vast majority of cases there are no issues. However, on some occasions there are problems and if you're reading this its likely that one or more of the following situations has arisen for you:

  1. You have been contacted by a client who says they have not received a reminder/confirmation
  2. You have been contacted by a client who has received a confirmation/reminder for a date/time that they weren't expecting
  3. You have been contacted by a client who says the message that they have received contains errors or incorrect information

Before we go any further we want to be clear that some issue are down to us and if that's the case we're generally the first to put our hands up. However, the majority of issues that we see are:

  • Patient/Client-related
  • User-related

With this in mind here are a few scenario-based checks that you should do before you get in touch with us.

Client claims that they haven't received a confirmation/reminder
  1. Check that their mobile number or email address is correct in the Patient Summary
  2. Check that they have opted into SMS/Email Reminders/Confirmations
  3. Check the Messages tab of the Patient Summary to see what messages have been sent to them
  4. If it relates specifically to SMS check that you have enough text credits
Client claims that they have received a confirmation/reminder for a date/time that they weren't expecting

This most commonly occurs where are member of the team mistakenly bookes an appt with the wrong client, which triggers a confirmation, and then they delete the appt

If this situation arises please take the following steps:

  1. Check the Messages tab of the clients summary and find the message that they were sent erroneously. Make a note of the time
  2. Get the date/time of the appt that they have received a confirmation/reminder for
  3. Check the diary, find the appt and click on it to make that patient active. Check the Messages tab of the Patient Summary and see what time the confirmation message was sent to them
In most cases there will be few minutes between when the appt was booked in error and the new appt was booked. Although this is not 100% conclusive it generally indicates that the appt was booked in error
Client says that the message they have received contains errors or incorrect information 
  1. Get some evidence, if possible. It might surprise you but occasionally clients that forget appts can be a bit liberal with the truth :-)
  2. Corroborate the evidence by going to the Messages tab of the client's summary and seeing what they were sent
  3. If it looks like something is wrong go to Settings->General and scroll down the page the "Confirmations & Reminders" section.
  4. Click on the "Edit Template" for the appropriate message and make sure that the template is correct
  5. Most often problems occur because someone has mistakenly or incorrectly edited the template
  6. If you are unsure click on the "Revert to Default" link at the bottom right of the screen to reset the template to its original state
You don't think confirmations or reminders are being sent
  1. Select a client who you think should have received a message
  2. Check that they have a valid mobile number and/or email address
  3. Check that they have opted-in to reminders/confirmations
  4. Check that you have turned on Confirmations/Reminders in Settings->General OR that one of your colleagues hasn't accidentally turned them off
  5. Check that you have enough text credits
  6. Having checked the above go to the Messages tab of the client's summary and see if there are messages  listed. If there are click on the row and you will see the detail of the message

Having worked through the suggested checks if you feel that there is still something amiss please don't hesitate to contact us by clicking on the "Submit A Request" button below.

When you submit your request please drop us the name of the client (experiencing problems) so that we can check our logs and investigate further.

Thanks for reading!

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk