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AutoRemind - Setup

This guide assists in setting up MacPractice to send reminders to sync with AutoRemind. AutoRemind is set up within various areas of MacPractice.

  • Preferences: Add the AutoRemind credentials and fetch the templates in Preferences.
  • References: Create and edit AutoRemind Notification templates in References.
  • Schedule: Establish a color scheme for the AutoRemind statuses of appointments on the Schedule.
  • Patients: Enter the contact information, set the AutoRemind Notifications Profile, and select the Preferred Follow-up.
  • Database Utilities: Update all existing appointments or patients with the Set AutoRemind options.
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