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Dental and research · · 3 min read

Appointment reminders patients actually answer

When to remind, call or text, what to say, and how to make rescheduling easy, for dental practices and research sites with visit windows to protect.

A reminder has one job: get the person to the visit, or find out early enough that they won't come so the time can go to someone else. Most reminders only do the first half.

This is how to write and time reminders that do both, whether you run a dental practice or a research site with protocol visit windows.

Remind twice, at the right times

One reminder is easy to miss. Three starts to feel like nagging. Two works for most offices:

  • A few days before, so people can still move the visit and you can still fill the slot.
  • The day before, as the "see you tomorrow" with the time and address.

For research visits, the first reminder matters more, because a visit moved too late may fall outside its protocol window.

Text or call?

Text is fine for confirmations. A call is better when something needs a decision: a reschedule, a visit with fasting or preparation instructions, or a participant who has ignored the last two texts.

Make sure you have permission to text, keep it to appointment information, and honor a reply of STOP straight away.

Say who, when, where, and how to change it

Every reminder needs four things, in this order:

  1. 1.Who it's from, by name
  2. 2.The day and time
  3. 3.Where to go, if there's any chance of confusion
  4. 4.How to change it

For example:

Riverside Dental: reminder of your cleaning on Tuesday at 10:30. Reply here if you need to change it.
Lakeside Clinical Research: your study visit 3 is on Monday at 10 at 120 Oak St, Suite 4. Please come fasting. Reply or call 503-555-0100 to reschedule.

Skip the exclamation marks and the "we can't wait to see you". They read as automated, because they are.

Make rescheduling the easy option

People who can't come often don't cancel because cancelling feels awkward or takes effort. Make changing easier than not showing up:

  • Let them reply to the text, and answer the reply.
  • Offer two specific new times rather than "please call the office".
  • Confirm the change in the same thread.
  • Put the freed slot back in the schedule immediately.

For research visits, only offer times inside the protocol window, and tell the coordinator when a change is made.

Follow up a no-show the same day

A same-day "we missed you, would you like to rebook?" call or text usually gets more people back than a letter the following week. Keep it neutral; people miss appointments for all sorts of reasons.

For study participants, a missed visit can matter clinically and for the protocol. Make sure the coordinator knows the same day, not at the next review.

Use the reminder call to listen

A reminder call to a study participant is also a chance to hear how they're doing. If they mention a new symptom or a side effect, the person or system making the call shouldn't assess it. It should tell the participant the study team will follow up, and make sure the coordinator gets the message right away.

A quick audit of your current reminders

  1. 1.Read your current reminder text out loud. Does it say who, when, where, and how to change it?
  2. 2.Check what happens when someone replies. Does anyone see it?
  3. 3.Check how a freed slot gets back into the schedule, and how long it takes.
  4. 4.Count last month's no-shows and how many of them had a reminder.
  5. 5.For research sites, check how reschedules are kept inside visit windows.

Where Telani fits

Telani makes reminder calls to a list you upload. On the call it answers questions, moves the appointment to a real opening in Telani's calendar and frees the original slot. It doesn't send texts yet; texting is waiting on US carrier registration. For research sites, it calls participants to book visits inside their windows and calls again after a missed visit, and a symptom mentioned on a follow-up call is flagged to your coordinator within minutes of the call.

Start with your next call. Pick your type, sign up, get a number.