How do I use automation to send communications?
You can set up automated correspondences to send to certain patients when they meet your chosen automation rule. This will save you time and ensure communications are always sent on time. You need to have Level 4 user permissions to set them up.
Automation can be found by going to 'Settings' > 'Automation'. Please note this is different from the 'Patient Communications' section in your settings.
Using automation, you can send correspondences relating to:
Click on each correspondence above to read our detailed guide on setting up that automation.
📝 Please note: Automated communications are not sent retrospectively - if an appointment is booked last-minute (ie. after your reminders were triggered to send), the system won't "catch up" and send outstanding communications as this could cause multiple reminders to send at once. If they book after all trigger dates have passed, then they will not receive an automated communication.