ChartCaddy is capable of sending appointment reminders to clients via email or text. Text reminders cost two cents each, so they are disabled by default. To enable appointment reminders for your organization send an email to support@chartcaddy.com and let us know which categories of chart items you want to enable them for. Normally only encounters are enabled, but you can also enable reminders for other categories of chart items like plans and assessments as well.

Once appointment reminders are enabled for your organization you need to update each client by viewing the client information page for the client and then selecting an option for the Reminder field and clicking Save.

Once we have enabled reminders for your organization and individual clients, adding an item to the chart with future dates on it will cause the reminders to be sent. You can also send additional reminders at any time by selecting the item that you wish to remind a client about, then locating the Flag List and choosing 'Send Reminder'. Push the update button and your reminder will be sent.

Finally, clients can reply to text message reminder to confirm or cancel an appointment. In both cases a comment is automatically added to the chart item, and if the client cancels the chart item it is also flagged as Hold to be more visible on the dashboard.