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Send Appointment Confirmations
Email patients visit details and a link to review or change bookings
Use this Agent instantly or customize it - no programming needed
- New patient bookingNew patient booking
Your new booking alerts the Agent and gives it the appointment ID to look up.
- Visit detailsVisit details
Your booking holds the patient's email, visit details, available instructions, and review link.
- Coordinator email addressCoordinator email address
Your coordinator's email address gives the Agent someone to alert when a confirmation fails.
Your patient scheduling tool alerts the Agent to new bookings and provides the visit details patients need.
- Coordinator follow-up emailCoordinator follow-up email
Your coordinator gets the appointment ID and the reason the patient confirmation needs follow-up.
Your email tool sends confirmations to patients and alerts your coordinator when one cannot be sent.
- Coordinator follow-up emailCoordinator follow-up email
Your coordinator gets the appointment ID and the reason the patient confirmation needs follow-up.
- Patient confirmation emailPatient confirmation email
Your patient receives the visit time, location, available preparation details, and a link to review or change the booking.
- Coordinator follow-up emailCoordinator follow-up email
Your coordinator gets the appointment ID and the reason the patient confirmation needs follow-up.
This Agent reads a newly booked visit and checks its details. It emails the patient a confirmation and review link. If anything blocks the send, it emails your coordinator the reason.
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monday.comUsed as:
- Email tool
monday.com sends confirmations to patients and alerts your coordinator when one cannot be sent.
ZoomUsed as:
- Patient scheduling tool
Zoom alerts the Agent to new bookings and provides the visit details patients need.
- Email tool
Zoom sends confirmations to patients and alerts your coordinator when one cannot be sent.
Microsoft Office 365Used as:
- Patient scheduling tool
Microsoft Office 365 alerts the Agent to new bookings and provides the visit details patients need.
- Email tool
Microsoft Office 365 sends confirmations to patients and alerts your coordinator when one cannot be sent.
Made for your industry
Send Appointment Confirmations is made for businesses in these industries.
- Healthcare
Email patients their visit details and flag confirmations that need follow-up.
Show all Agents for the Healthcare industry
Made for your role
Send Appointment Confirmations is made for people in these roles.
- Scheduling Coordinator
Send booked patients visit details and flag emails that fail.
Show all Agents for the Scheduling Coordinator role - Receptionist
Send visit confirmations so patients can review or change bookings.
Show all Agents for the Receptionist role
Made for your department
Send Appointment Confirmations is made for people in these departments.
- Scheduling
Email booked visit details and surface confirmations needing follow-up.
Show all Agents for the Scheduling department - Front Desk
Send patients visit details and flag missing information for follow-up.
Show all Agents for the Front Desk department
How Send Appointment Confirmations works
4 steps, in order, on every run.
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Read the bookingLook up the booked visit for the patient's email and appointment details. Find any preparation instructions and office contacts you provided.
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Check the visit detailsCheck the patient's address, visit time, location, and review link. Identify any missing detail before sending.
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Email the patientSend an appointment confirmation email with the visit details and review link. Include preparation instructions and office contacts when available.
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Flag unsent confirmationsEmail your coordinator when details are missing or the send fails. Include the appointment ID and specific issue.
How to Get Started
Connect the tools you already use, such as monday.com, Zoom or Microsoft Office 365.
3 tools
- Connect the patient scheduling account and select the appointment types this office wants confirmed.
- Connect the office email account and enter the scheduling coordinator's email address.
- Put approved preparation instructions and office contact details in the selected appointment types or their booking form fields, and enable patient access to the confirmation page.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Appointment Confirmations:
You choose the appointment types during setup. Use this workflow for visits that will not also receive another confirmation email.
The email includes the visit time, location, and a link to review or change the booking. Add preparation instructions and office contacts to your booking setup to include them.
Your coordinator gets an email with the appointment ID and specific issue. They can correct the booking and contact the patient.
No. This Agent reports when the email service rejects a send request. Later delivery failures need a separate bounce monitoring workflow.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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