How To Disable Automated Treatment & Follow-Up Notifications

Automated treatment and follow-up notifications play a crucial role in ensuring continuity of care. These notifications are managed by an Admin in the follow-up notification settings and templates.

If you need to review, update, or disable these automated messages, follow the step-by-step path below.

How to Access and Update Follow-Up Settings

1. Log in as the Admin

2. Go to Base Setup

3. Select Services

4. Check the Follow-up Appointment Instruction section for each service

5. Then go to Templates

6. Select Patient Notification

7. Choose Follow-up

8. Review the Email/Text/Voice Message follow-up templates/settings

9. Click Disable

Disabling notifications will stop all automated follow-ups for patients tied to these templates. Make sure to save any changes before exiting.