Reminders can be disabled anytime for any reminder type or communication channel (SMS or email). After reminders are disabled, patients no longer receive reminders.
You can also opt to disable reminders just for specific fees or appointment types.
Tip
If some patients don't want to receive reminders, you can use patient reminder preferences to disable reminders for specific patients.
-
Click Settings > Reminders.
-
For the group or practitioner settings you want to edit, look for the appointment reminder type you want to cancel. Under Actions, click
pencil icon.
-
In the pop-up, untick the reminder message types you want to disable. If you want to disable all reminder messages, untick all the boxes.
-
Click Save.
-
(Optional) If you are editing the pre-appointment reminder type, an additional pop-up will appear. Select the appropriate settings as shown below, then click OK.
-
Select which appointments to disable reminders for.
-
Select All patients to disable reminders for all patients. This will override settings for any patient with individual reminder preferences.
-
You have now disabled reminders for all patients. You can enable them again anytime.
There may be certain fees where you don’t want to send a reminder to the patient – for example, report writing. Disabling reminders for specific fees allows you to retain the patient’s name on the invoice and appointment without sending an associated reminder.
To disable reminders for a specific fee, follow the steps below.
-
Click Finances > Fees.
-
In the Fees List, click the fee you want to edit.
-
For Create Reminders, select No.
-
Click Save Fee.
Whenever you add this fee to an appointment, reminders are not sent for the appointment, even if other fees are added.
Some appointment types, such as report writing or travel time, don't need a reminder. Disabling reminders for an appointment type means Halaxy doesn't send reminders for appointments with that appointment type, even when the appointment has no fee.
-
Click Settings > General.
-
Under the Appointment Settings section, next to Appointment Types List, click View All.
-
In the Appointment Types List, click the appointment type you want to edit.
-
For Create reminders, select No.
-
Click Save.
You have now disabled reminders for this appointment type.
When you book an appointment with this appointment type, Halaxy doesn't create reminders for it. If you change an existing appointment to this appointment type, Halaxy cancels its scheduled reminders.
Note
If either the appointment type or its linked fee has Create reminders set to No, Halaxy doesn't create reminders for the appointment, even if the other is set to Yes.
Tip
You can still schedule a reminder for an individual appointment yourself. In the calendar, click the appointment, then click the bell icon.
Updated