Skip to main content

Automate your Virtual Appointment workflows

How to configure messaging about Virtual Appointments and automate Telehealth link sending

Updated over a year ago
  1. The first step will be to mark the Appointment Types in your Catalog that represent a Virtual Appointment, you can go do by going to Settings > Catalog > Appointment Types

  2. Make sure Virtual Services have that Appointment Type set in Settings > Catalog

  3. Now, you can configure customized messaging for Virtual appointments in Settings > Configuration > Messaging

You'll notice that the Appointment Reminders, and Appointment Confirmation sections both have a "Virtual" tab now that will allow you to customize the message that goes out to Telehealth appointments.

You also have the ability to customize the Telehealth invitation that goes out automatically if you scroll down to Virtual Appointment Link Message

Did this answer your question?