![]() For more on team member roles, see Team member roles and access levels. Only Account Owners, Practice Managers, and Clinicians with Administrator Access can edit the templates. Tip: For group practices, the email and voice reminders are set practice-wide. For additional details, see Setting up reminders for clients to complete their intake forms. The second will be a reminder to complete their documents via the Client Portal prior to their appointment. Note: If your client has incomplete documents and they have email or text reminders set up for completing documents, they'll receive two reminders when an appointment reminder is sent. It’ll give you the option to choose the type of reminder(s) to send, based on the reminder types enabled in your settings. The prompts will ask if you'd like to send a reminder to the client whenever a new appointment is created or changes are made to an existing appointment. Navigate to Settings > Client Reminders > Practice Prompts.You can choose to receive prompts to send appointment reminders to clients when you create new or reschedule appointments. This means if your email reminders are set to get sent 24 hours in advance, a client who has an appointment on a Tuesday at 2 PM will receive a reminder on Monday at 2 PM. Note: R eminder messages will automatically get sent 24 hours, 48 hours, or 72 hours in advance, regardless of the day of the week or time of day it falls on. To learn how to enable these, see Adding a client. ![]() You can also enable client reminders when creating an individual or couple profile. To learn more, see Sending reminders to clients below. However, the reminders won't get sent to a client until you enable them from the client's individual profile. When you toggle reminders On, they’re enabled within your account. They can’t receive both voice and text reminders. Clients can receive voice or text reminders, and email reminders. Note: You can enable all three types of reminders in your settings, but clients can’t receive all three types of reminders.
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