Unlike a reminder system, PatientOnboard seeks to begin to build rapport with your patient and nudge them to take next steps to complete onboarding ahead of their appoint, not just remind them of their appointment.

That would be a good idea. Patient Onboard is not designed to be a reminder system and will only send one email when triggered by you.

We recommend as soon as the patient schedules their first appointment. By getting next steps to the patient right after they appoint, they are more likely to follow through while you are still top of mind.

The bottom of every email will automatically contain your practice name, phone number, and address once you add them.

The very bottom of the footer includes required information from us to report abuse, this section is unchangeable a required for use to send emails on your behalf in accordance with applicable law and best practice.

No, to minize all of our HIPAA risk, we do not store any information about the emails that you have sent. We only track how many emails you have sent and the date you sent your last email.

We strongly encourage you to have a system in place to know who you have sent as part of your internal onboarding protocols.

They should check their spam filter. We use a large, well-known emailing provider to ensure high quality emails leave our system, but, at the end of the day, every individual's email provider and inbox spam settings can work against us.

Check the wording of your email. Some algorithms will flag text that they identify as a sales pitch or potentially misleading. If you continue to have trouble, get in touch.

Not at all. Our service is completely indepenent of software or operating system. All you need is a browser with an internet connection.

You will need to create a separate account for each location. Each onboarding email contains your office address that we automatically turn into a clickable link to Google Maps in order to help patient's find you. Using a single account for multiple locations could create confusion for your patients. If this is something you would be interested in, let us know.

No, Patient Onboard is not designed to meet regulations outside of the United States.

Not at this time, if this is something you would be interested in, let us know.