Configuring an Appointment Reminder

To configure your Appointment Reminders registered users within the clinic will log in using their Brightsquid account details at this location - https://panel.brightsquid.com 

Upon logging into the system, click the hamburger icon on the top left (if necessary) to expand the toolbar menu. 

These are the primary tools that authorized clinic staff can use to create, edit and monitor reminders.

Appointment Reminders

In this section of the application, you can create and edit appointment configurations.  When you first navigate to this page any existing appointment reminder configurations will be displayed as well as the “Set Up Appointment Reminder” button:

To view or edit an existing appointment reminder configuration click the “Pencil” icon to the right side of the screen.

Configuring a New Appointment Reminder 

To set up a new appointment reminder configuration, click the blue button to open the creation screen.

The first section includes the 3 fields pictured above, where users can enter:

1. Name -  the name of the reminder configuration
2. Description - a brief description of what the appointment reminder is about
3. State - this field allows the user to set the reminder configuration to “Active” or “Inactive.”  The appointment reminder will not be configured unless to set the ‘State’ to ‘Active’

Note: None of this information is visible to patients.

The Brightsquid Appointment Reminder system is designed in a way that once the appointment meets certain parameters it will automatically send reminders to patients. These parameters are mentioned below and are a part of the second section:

1. Appointment Types - These are retrieved from the clinic’s EMR.  Any number of appointments can be selected without any restriction.  To select multiple options from this list, hold down the "CTRL" key on your keyboard and selection appointment types with your mouse (Single Click).

 

• Select at least one of these options (or as many as desired)

2. Provider is - This signifies which providers or resources this reminder will be sent for

• Select at least one of these options (or as many as desired)

3. When to send appointment reminders (maximum 3 selections) - This selection is to schedule when the reminders will be sent.

A minimum of 1 and a maximum of 3 selections can be made here. Note that for appointment type and provider you can select multiples by holding down the “CTRL” key on your keyboard as you click on various selections.  

Note: If the patient rejects the first or second reminder, they will not receive the next one(s). 

The Message Notifications section is about what messages the clinic is sending out to its patients. 

The secured content section allows you to customize the message your patients will see after clicking on the link in the reminder (Email or SMS).  Note that the default message will need to be customized to reflect your preferred phone number and other clinic details as highlighted in the below screenshot.

You may also include Custom Forms and attachments in this section.