Communications and reminders overview

ooptify automates the patient messages your front desk would otherwise send by hand.

Automated triggers#

Configurable per location, with editable SMS and email templates:

• Appointment confirmation, update and cancellation messages
• Appointment reminders (including day-of reminders)
• Automated recalls, with up to three follow-up reminders
• "Order ready for collection" notifications

How SMS sending works#

ooptify sends SMS through the ooptify SMS gateway: an Android phone with a SIM at your practice, paired to ooptify from Settings → Integrations by scanning a QR code. Because messages go out through your own SIM, message costs follow your mobile plan rather than a per-message software bill. Incoming replies are captured and shown in your message log.

Opt-outs#

Recall messages include an opt-out link. Patients who opt out are excluded from future recall communications automatically.

Mailchimp#

Connect your Mailchimp account to sync patient marketing audiences automatically, with nightly updates.

Note: step-by-step setup guides with screenshots are being prepared. If you need help sooner, contact support.