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Using inclusion (+) and exclusion (-) tags on appointment reminders

Use inclusion (+) and exclusion (-) tags on appointment reminders for Spanish speakers, opt-outs, and patients who want only one reminder

What can you do with this feature? Here are some ideas:

  1. Appointment reminders in your patients' native language

    • If you have patients who only speak Spanish, you could have an appointment reminder in Spanish.

    • First, create a standard appointment reminder with a Spanish exclusion tag for English-speaking patients. This will prevent those Spanish speakers from receiving these appointment reminders.

    • Next, create an identical appointment reminder with a Spanish inclusion tag to create an appointment reminder in Spanish.

    • Both groups of patients will receive the correct appointment reminder in their native language.
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    1. Patients who do not want appointment reminders for most appointments.

      • Example: Patients do not want most appointment reminders except for certain appointments.

      • Create an exclusion tag for those patients in appointment reminders you want to exclude those patients
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    2. You have two appointment reminders for your appointments, but you have some patients who only want one reminder.

      • You could create an exclusion filter to remove those patients from the second reminder.
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    3. You have a parent who does not want reminders for their children's appointments.

      • You could create an exclusion filter to remove those patients from the appointment reminders.
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    4. You have a patient who only wants email reminders

    5. When you set up appointment reminders, you can filter by:

      • Appointment type/purpose

      • Provider

      • Casetype (for some EHRS)

      • Tags

      Tags can include a group of patients or exclude a group of patients. You can set this up yourself or schedule a message with us in the chat for help with this feature.
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  2. See examples below
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    a. Normal appointment reminder that excludes Spanish speakers and patients who do not want this reminder, with a (-) tag for Spanish in this example.
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    b. You would have an identical reminder in Spanish for appointment reminders in Spanish with a (+) tag for Spanish in this example.
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  3. Create new appointment types in Spanish that could be used in campaigns.

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