Appointment Reminders

Selecting Appointments from the menu takes you to an overview of your scheduled appointment reminders.

Reminders can be scheduled either individually or as a batch via CSV upload.

CSV Upload

Select Schedule Reminders from the overview page.

CSV File should contain the following columns, with a header row (specified in bold):

Firstname

Date - Date of Appointment. Ex: 8/22/2013

Time - Time of Appointment. Ex: 10:15, 15:30

Phone - Phone number

Participant Id - Participant Id (optional)

Study - Study Id (optional)

Survey Name - Appointment Reminder Name (optional) valid names will be displayed in this same message on page.

Choose when you want the reminders to be sent and specify a time.

The default Reminder Message was confirmed during onboarding, but can be edited for each batch upload if required. If you would like to make a global change to the default message, please contact Mosio support.

The Confirmation Text is the message sent when participants respond Y to the reminder message, confirming the appointment. Select either the default Y response or enter a new custom Y response to be sent to the batch.

Choose File to upload CSV and Schedule Appointments.

Individual Appointment Reminders 

Select Single Appointment Scheduler from the overview page.

Enter participant details in the allocated fields to schedule the individual reminder

The Reminder Message is the default message which was confirmed during onboarding and can be edited for each scheduled reminder if necessary. The name, date and time will be added automatically.

Select Schedule and the details will appear in the overview list.

Send Time is the date and time that the reminder is scheduled to go out.

Status shows as:

• Upcoming when the reminder has been scheduled.
• Reminder Sent when the reminder has gone out.
• Follow up Reminder Sent when no response has been received from the participant and the 6 hour follow up message has been sent.
• Confirmed when participant responds Y.
• Canceled when participant responds N and notification sent to the admin email.

Status Date is the date of the latest status of this participant’s appointment reminder.

Edit Appointment Reminders

The Send Time and Message can be amended before the reminder is sent, simply click on the field to make the change and save.