Edit or Remove a Touchpoint (Reminder) from the Delivery Schedule – Legwork

The Delivery Schedule automatically queues Email, SMS, Postal mail and Phone Calls for delivery based on the following triggers:

An Appointment is Scheduled (unconfirmed)
An Appointment is Confirmed
A New Patient is Created
A Patient's Birthday
A New Lead is Created
A Patient is in Recall

This guide will show you how to Edit, Deactivate or Delete an Existing Touchpoint (Reminder) from your Delivery Schedule. Screenshots included below demonstrating each process.

To edit the frequency (how often a reminder is sent) for an existing touchpoint:

Go to Settings: Click on the drop-down menu in the upper right-hand corner next to your account name.
Select Delivery Schedule: In the left column, under the list of Settings, click on Delivery Schedule.
Choose Your Trigger: Under Schedule Trigger (in the middle column), select the trigger you’d like to edit (for example, Appointment status is "Confirmed").
Edit Reminder: In the right column, choose the reminder you’d like to update and click the blue Edit button.
Update the Reminder Send Time: Under the section labeled Send, click the drop-down menu to adjust how the selected reminder is sent.
Save Your Changes: Once you’ve made your desired changes, click the blue Save button.

Please Note: 1 Hour is the minimum time allowed for ALL reminders.

To deactivate (temporarily turn off) an existing touchpoint (reminder):

Go to Settings: Click on the drop-down menu in the upper right-hand corner next to your account name.
Select Delivery Schedule: In the left column, under Settings, click on Delivery Schedule.
Choose Your Trigger: Under Schedule Trigger (in the middle column), select the trigger you’d like to edit (for example, Appointment status is "Confirmed").
Deactivate the Reminder: In the right column, locate the reminder you’d like to deactivate and click the orange Deactivate button.

(Optional) To reactivate the reminder, simply click the grey Activate button.

Please Note: Once deactivated, the reminder will appear yellow with a line through it, and the reminder will no longer be sent until it is reactivated.

Before Deactivation

After Deactivation Reminder Appears Yellow with a line through it

To delete an existing touchpoint (reminder):

Go to Settings: Click on the drop-down menu in the upper right-hand corner next to your account name.
Select Delivery Schedule: In the left column, under Settings, click on Delivery Schedule.
Choose Your Trigger: Under Schedule Trigger (in the middle column), select the trigger you’d like to edit (for example, Appointment status is "Confirmed").
Delete the Reminder: In the right column, locate the reminder you’d like to delete and click the red Delete button.