Manage Appointment Scheduled Notification - Patient

When enabled, a notification is sent to the patient or proxy when an appointment is scheduled. The recipient selects a link and logs in to view appointment information. The workflow varies depending on whether Oracle Health Patient Portal is integrated in your domain and whether the patient has an account.

Note:

If the patient is younger than the self-determination age and is not emancipated, their proxy receives the email or text.
  • If the patient or proxy has only provided an email address, and no phone number, they receive an email notification.
  • If the patient or proxy has only provided a phone number, and no email address, if Permission to Send SMS is not selected, a notification will not be sent.
  • If the patient or proxy has only provided a phone number, and no email address, if Permission to Send SMS is selected, they receive a text notification.
  • If the patient or proxy has provided both an email address and phone number, if the primary contact method is email, they receive an email notification.
  • If the patient or proxy has provided both an email address and phone number, the primary contact method is a phone number, and Permission to Send SMS is not selected, they receive an email notification.
  • If the patient or proxy has provided both an email address and phone number, the Primary Contact Method is a phone number, and Permission to Send SMS is selected, they receive a text notification.

The patient or proxy can select the unique link in the notification. See the appropriate section below.

Oracle Health Patient Portal Not Integrated

If Oracle Health Patient Portal is not integrated, the patient completes the following steps:

  1. To view appointment details, select the link provided in the notification. The patient is prompted to verify their identity by entering their first and last name, and date of birth, then selecting Get Started.
  2. Appointment Details is displayed with appointment information. If no further actions are needed, the patient can close the browser.
  3. If the patient needs to cancel the appointment, they select Cancel Appointment. If using mobile, this option is available to select under Available Actions.

    Note:

    Appointments cannot be canceled in a Checked Out state.
    1. The patient selects a cancel reason and then selects Continue.
    2. The appointment is canceled and no further action is needed. The patient can close the browser.
    3. A cancel notification is sent to the patient.
  4. If the patient needs to reschedule the appointment, they select Reschedule Appointment. If using mobile, this option is available to select under Available Actions.
    1. If the appointment is scheduled less than 48 hours in the future, a message is displayed to call the clinic to reschedule.
    2. If the appointment is scheduled more than 48 hours in the future, Reschedule Appointment is displayed.
      1. The patient selects a reason for rescheduling and may update the start date, location, and providers. Available times are displayed.
      2. The patient selects an available time and selects Reschedule. Appointment details deflect the updated appointment date and time. The patient can close the browser.
      3. A reschedule notification is sent to the patient.

Oracle Health Patient Portal Integrated - Patient Enrolled

If Oracle Health Patient Portal is integrated and the patient is enrolled, the patient must complete the following steps:

  1. To view appointment details, the patient selects the link provided in the notification and is prompted to sign into the Oracle Health Patient Portal. They enter their Oracle Health Patient Portal username and password, and then select Sign-In.
  2. The patient is then logged into the Oracle Health Patient Portal, where appointment information is displayed.
  3. Based on Oracle Health Patient Portal configuration, the patient may be able to complete additional actions (for example, rescheduling or canceling an appointment, preregistration, and so on).

Oracle Health Patient Portal Integrated - Patient Not Enrolled

If Oracle Health Patient Portal is integrated and the patient is not enrolled, the patient must complete the following steps:

  1. To view appointment details, the patient selects the link provided in the notification and is prompted to sign into the Oracle Health Patient Portal. They enter their first name, last name, and date of birth, and then select Get Started.
  2. Appointment Details is displayed with appointment information. Based on Oracle Health Patient Portal configuration and system settings, the patient may be able to complete additional actions (for example, rescheduling or canceling an appointment, preregistration, and so on).