![]() You can change the frequency of reminders in this timeline to best fit your practice's and patients' needs. ![]() YAPI's email and text reminders all work on together on a timeline so that patients aren't receiving the same communication every time and they're more likely to confirm. Tip: If you want patients to always receive a Save the Date regardless of how soon they book their appointment, set Don't send if less than to 1. Change the number of days in the Don't send if less than setting.Locate the Save the Date for the type of reminder you want to adjust (email or text).To change how close to the appointment date YAPI skips send a Save the Date: In the Templates window that pops up, click Empty.Ĭhanging the Range that Save the Dates Don't Sendīy default, YAPI skips sending a Save the Date if an appointment is made less than 30 days in advance.Click the double-arrow > button next to the Save the Date Template in the blue email section.If you don't want a Save the Date to send to your patients by email: Set Don't send if less than to 30 or see Changing the Range that Save the Dates Don't Send below.In the Templates window that pops up, select Text Reminder Save the Date, then click Select.Click the double-arrow > button next to the Save the Date Template in the pink text section.If you want a Save the Date to send to your patients by text: Text: The text Save the Date setting needs to be enabled in YAPI and the patient's mobile number must be on file in Dentrix, Open Dental, or Eaglesoft.Email: The email Save the Date setting needs to be enabled in YAPI and the patient's email must be on file in Dentrix, Open Dental, or Eaglesoft.Note: Email and text Save the Dates work separately. See below to add a text Save the Date, remove the email Save the Date, or make adjustments to when they send out. By default, YAPI sends one Save the Date by email unless patients book within 30 days of their appointment, in which case, it skips sending the Save the Date. Save the Dates send to your patients the day they book their appointment. To enable, select the Enable checkboxes boxes for the reminders you want to use and customize: If you don't want reminders to start going out while you're making changes, don't click Save until you're finished. If your reminders aren't already enabled, you'll need to do so to customize them. In the Global Setup window, click the Reminders tab. To access it:įrom the YAPI Dashboard, click the Setup and Manage button and select Global Setup. Adding a Cancellation Policy & Extra TextĪll settings for Appointment Reminders can be found in the Reminders tab of Global Setup.If you're setting up your Appointment Reminders for the first time, we recommend checking out Setting Up Appointment Reminders first and setting your reminder start date, then returning here to make edits. You can also use the Table of Contents to jump to instructions for adjusting a single setting. Use the guide below to adjust your reminder settings to your liking. Once your Appointment Reminders are set up, you can customize them to fit the needs of your practice and your patients.
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