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Send Scheduling Links to Patients by Email and/or Text (SMS)

Written by Raven Smith

Sending scheduling link to patients allows patients to book appointments via email or text. Pharmacists can use this feature for:

  • Providing patients with a more convenient way to book appointments

  • Automating the scheduling process, reducing the workload for pharmacists

  • Providing patients with a direct link to their pharmacy's MedMe app for a seamless experience

  • Reducing long wait times on the phone for patients

  • Increasing patient satisfaction by offering a hassle-free scheduling option

  • Improving the overall efficiency of the pharmacy by streamlining the appointment booking process

There are two ways to do this:

  • Invite Now: Send the booking link immediately.

  • Invite Later: Schedule the booking link to be sent automatically at a later date and time.

For a full overview of all booking options, please refer to the Pharmacy Initiated Appointments article.

TABLE OF CONTENTS


How to Send a Scheduling Link

  1. Open the appointment modal from the Calendar tab, Appointments tab, or Patient Profile.

    1. Click Add (or Create on the Calendar tab).

    2. Select the Patient.

    3. Select the Appointment Type modify the Method, Duration, or Calendar if desired.

    4. Choose Invite Now or Invite Later.

Invite Now

Use this to send the link to the patient immediately.

  1. Select the Limit Booking Window (optional).

    • This allows for selecting a date range in which the patient can book.

  2. Select the Method of Delivery (Email and/or SMS).

  3. Click Add.

Invite Later

Use this to schedule the link to be sent on a future date.

  1. Select the Scheduled Date and Time for the invite to be sent.

    • Natural language can be used to select the date (e.g., "30 days").

  2. Select the Limit Booking Window (optional).

    • This allows for selecting a date range in which the patient can book.

  3. Select the Method of Delivery (Email and/or SMS).

  4. Click Add.


Sending Link via Waitlist

  1. Navigate to the Waitlists Tab on the left panel

  2. Select all or a specific list of patients by checking the boxes next to the patient names

  3. Select Send Booking Link, a pop-up will appear, fill out the required criteria regarding dates

  4. Select Continue, there is a custom note section where custom emails or text SMS can be added, then select Continue

  5. Fill out the CONFIRM field and insert name for authorization


Troubleshooting

  • The patient is not receiving the email/text (SMS)

    Please ensure both the patient's email address and mobile phone number are entered correctly.

  • Calendars appear blank when patients try to select a time for an appointment

    Please ensure that the calendar availability for the appointment types has public intake turned on and has availability. Click here to read more about How to Set up Your Calendar

  • Link is expired

    Links are active between the first and last bookable day set in the booking window. If the last bookable day has passed, please send another scheduling link to the patient.


Have questions or looking to add new modules to your MedMe platform? Email us at care@medmehealth.com, or message us via live chat!

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