Worksheet

Clinic reminder plan sheet

One sheet, four rows: before visit, missed visit, fee due and report ready. Columns give the trigger event, send time, channel, language, template text, reply options and the staff queue that receives exceptions. A footer records quiet hours per branch.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to schedule appointment and fee reminders for a clinic group”, www.gullysystem.com/blog/how-to-schedule-appointment-and-fee-reminders-for-a-clinic-group