Calling to confirm
Reception spends the morning calling patients to confirm the next day's appointments.
Automations: what reception used to do from memory, set up once
Asking for appointment confirmations, changing their status according to the patient's reply, expiring treatment plans and flagging pending lab work when the appointment is close: OCLÜ does it on its own at each location, once you have set it up.
What eats your time today in automations
Treatment plans that never expire
The list piles up with months-old plans nobody approved or rejected.
The work did not arrive
The patient comes tomorrow, the lab work is still pending, and nobody noticed.
What Automations gives you in OCLÜ
Appointment confirmation by link
The email reminder carries a link to confirm or cancel. You choose whether it goes out 1, 2 or 3 days ahead, and for which appointment statuses.
Status follows the reply
You define which status the appointment moves to if the patient confirms and which if they cancel, and the calendar updates itself.
Sending times
You mark which times, in the location's local time, the system looks for appointments to warn about. Each appointment gets one reminder only.
Rescheduling
When someone at the clinic moves an appointment, it moves to the status you choose — pending confirmation, for instance — to ask the patient again.
Treatment plan expiry
Every new plan takes an expiry date based on the number of days you set. If it reaches that date still pending, it moves to expired.
Lab work with an appointment close
If the patient has an appointment within the window you choose and their work is still in a pending status, the lab request is flagged in red.
How Automations works, in three steps
You pick the location
If the clinic has several locations, each one keeps its own setup.
You set up each task
Notice period, statuses, times and deadlines, from a window per automation.
The system does it on its own
The row turns Active and the task runs without anyone having to remember.
Frequently asked questions about automations
What automations does OCLÜ have?
Appointment confirmation requests by link, a status change on rescheduling, treatment plan expiry, and an alert for lab work with an appointment close. With the WhatsApp add-on you also get the WhatsApp reminder with buttons, and if you have Online Booking you configure it from here too.
Why are no reminders going out?
Almost always because the two reply statuses are missing: which status the appointment moves to if the patient confirms and which if they cancel. Without those two the automation does not start, and the screen tells you so.
What time are reminders sent?
At the times each location marks, in its local time. If you mark none, the suggested ones are used: 7, 10, 15, 18 and 21h. Marking more times does not send more messages, it only makes the notice go out earlier.
If I have WhatsApp, does the patient also get the email?
No. With the WhatsApp add-on active, the confirmation request goes out over WhatsApp and the email stays as a fallback: it is only sent if WhatsApp fails, for instance if the patient has no phone number on file.
Automations connects to the rest of OCLÜ
Appointment reminders
Free from your own WhatsApp, or automatic with the add-on
Free from your own WhatsApp; automatic with the add-on
Lab
Work orders with statuses and sending by email
Try Automations with the rest of your clinic inside
You set it up once per location and the system takes care of it every day. Start free and migrate your data with our team.