Use the Communication tab to configure the various settings for messages RevIntake sends to patients. Communication preferences are established based on appointment type. This flexibility allows you to communicate with different groups of patients in different ways.
Select appointment types
This dropdown list contains encounter templates pulled from your RevolutionEHR environment. Please select the appointment types to apply the settings. See Example
Enter a Workflow Name
Select Message Types
Select the way you would like to communicate with patients scheduled for the appointment types selected above. See Example
- Send appointment reminders only will only remind patients of an upcoming appointment and not ask them to confirm or complete registration and intake forms.
- Send appointment confirmation messages will ask patients to confirm but not complete registration and intake forms.
- Send registration/intake messages will ask patients to complete registration and intake forms.
- When both Send appointment confirmation messages and Send registration/intake messages are selected, messages will first ask patients to confirm their appointment and then prompt them to begin the registration process.
Review the default communication preferences and use the Edit button to make changes as appropriate.
By default, patients receive a reminder message two days before and one day before an appointment. Note: The one day reminder will only be sent if the patient doesn't complete the actions requested in the reminder sent two days before an appointment. See Example
Wording: Email and Text
Review and edit messages as appropriate. Note that text between the ## tags should not be edited or removed. This personalizes the messages and presents the link to the registration and intake forms.
Appointment Confirmation Message
Create additional communication preferences
Select "yes" to set up communication preferences for additional appointment types. See Example
When you select Yes, RevIntake allows you to configure settings for an additional set of appointment types using the same process outlined above.
Save and Continue