Epic Appointment Reminders: 4 Tips to Standardize Patient Notifications

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By Katrina Williams | May 17, 2021

3 minute read Epic| Blog

Many of us struggle keeping up with our busy schedules and remembering all the important details of our daily to-dos. It’s even more challenging when you are the person keeping track of family member appointments — the appointment gate keeper. Wearing the hats of appointment gate keeper, patient, and Epic analyst, I see the benefits of patient notifications. While they help you keep track of an upcoming appointment, they can also be sporadic and inconsistent. One clinic may send me a reminder every day for a week in different formats — the first as a text and the next as an email. Others send no reminders at all and instead I have to call the clinic in a panic to make sure the details I put in my phone are correct. Wouldn’t it be great if there was standardization around scheduled annual, semi-annual or follow-up appointments?

Standardizing Patient Notifications for Semi-Annual or Annual Appointments

Many of us schedule annual or semi-annual appointments while we are in the office so we can (and the office can) plan accordingly for those appointments. Although I try to put the appointment in my phone if possible, I usually have a tiny appointment card that inevitably gets lost before my next appointment.

1. What works best for the patient — email or text?

To begin the process of standardizing patient notifications, it is important for clinics to obtain key information from the patient. How does the patient want to be notified? Via email? Via text message? Personally, a SMS from Epic MyChart (text message) will get my attention more than email. Ask your patients what works best for them. Capturing their attention is key.

2. How often should you send reminders?

Part two in standardizing patient notifications is to consider when you should send notifications to patients. Life gets busy and months fly by. That’s why sending patient notifications for appointments at predictable, convenient timeframes will help patients plan ahead and arrive on time for their appointments.

Within Epic, we can set up patient notifications to go out one month, one week and two days before the appointment. These dates are important as they play a key role in patient outcomes in healthcare. Here’s how:

  • One month: Helps patients make arrangements for time off from work, transportation needs or reschedule conflicting appointments. I think about the elderly or those needing transportation, because the one-month notification helps them have adequate time to arrange transportation with family or friends. The family member may need to request time away from work as well and an early notification allows for any necessary adjustments.
  • One week: Allows patients to make any last-minute changes. If a patient is no longer able to make their appointment, they can reschedule and it also helps clinics move other patients into the now vacant time slot. Plus, it’s just a nice reminder to look at the week ahead.
  • Two business days: Helps those who live in the moment to have a final appointment reminder. For those needing to cancel, clinics still have time to fill the vacant appointment with other patients.

3. What to say? How can you communicate expectations?

Now that we have established a date and a time, the content within the reminders also plays a key role in communicating with the patient.

  • First notification, one month: Include key details such as clinic location, the appointment type, date and time. Although high level, this information helps patients plan.
  • Second notification, one week: Include details from the first reminder plus details such as what to bring with you to the appointment. For example, mention bringing your medication list, parking directions, and contact information should they have questions.
  • Third notification, two business days: Include details from the first and second notifications and new details about what to expect or do when they arrive at the clinic. For example, include information about calling upon arrival, having insurance cards ready, and any special instructions that will help the patient be prepared for the appointment.

4. When is an optimal time to send reminders?

Timing is everything. So, when is the best time of day for someone to receive a patient nonfiction? Consider your patient population and demographics. What’s their life like? When are they most likely to pay attention?

Speaking from my life experiences working in a clinic, night shifts and late afternoon odd shifts, the most successful time for sending reminders has been between 2 and 3 pm. Here’s why that time slot might work best for your patients and the clinic:

  • Not too early: Early morning reminders are not considerate, especially for those who may have just worked a night shift and are trying to get much needed sleep.
  • Not after 4 pm: Sending out reminders after 4 pm is too close to clinic closing time. If the patient does need to call the office to ask questions or reschedule, the clinic is closed and this could lead to a frustrating patient experience.
  • Not during peak work hours: If you send notifications before 2 pm, patients may be in the throes of their work day. After 2 pm, patients may be able to check their messages and still have time to address the reminder, if needed.

Bottom line: Standardizing patient notifications helps patients and clinic staff.

Clear communication with patients is important. Effectively structuring appointment reminders in Epic can make things easier for patients and help alleviate the struggle of trying to remember, “When was my appointment?” For clinics, setting up standard notifications should help decrease the number of missed annual and semi-annual appointments.

Standard patient notifications are one component of an overall patient access strategy. Our team of experienced, patient access professionals can provide advice and recommendations to help you get the most efficient use of current Epic functionality. We offer a scheduling assessment as well as other low-cost, short-term analysis services so you can focus on delivering quality care to patients and communities.

About the Author:
Katrina Williams

Consulting Project Manager, Epic, CereCore

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