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How to turn on task reminders

๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How to enable the task reminder feature for your practice.

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over 2 weeks ago

How do I enable task reminders to remind my patients to complete pre-appointment actions?

  1. Go to 'Patient Notifications' and then 'Notification types'.

  2. Scroll to the 'Task reminders' section and select 'Settings'.

  3. Toggle the switch to turn on task reminders.

Patients will only receive a maximum of 1 SMS, which is billed at the usual rate. Only patients with outstanding tasks receive a task reminder. Task reminders are classified as transactional so will be sent to a patient regardless of the marketing preference set in Dentally. Read more about how task reminders work here.

๐Ÿ“ Please note: Practice notification texts sent to patients may incur a charge for your practice.

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