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Self-Confirmation and Check-In

Let patients confirm appointments and check in online while clinic teams monitor attendance in real time.

Updated

Overview

The Self-Confirmation and Check-In feature allows patients to confirm their upcoming appointments online and enables your team to track attendance in real time.
This ensures smoother daily operations, fewer no-shows, and less manual communication for your staff.


How It Works

1. Automatic Confirmation Message

Before the appointment, patients automatically receive an SMS or WhatsApp message with a confirmation link. (If "Appointment Reminder" automation is live)

Medicasimple Self-Confirmation and Check-In guide screenshot 1



The message can include key details such as appointment date and time, and asks the patient to confirm attendance by selecting Yes or No.

Medicasimple Self-Confirmation and Check-In guide screenshot 2

Once the patient confirms, the status is immediately updated in your system.
If the patient declines, your team can instantly see it and offer the time slot to another patient.


2. Tracking Confirmations

Every sent confirmation message and patient response is logged under Process Follow-Ups → Contact Records.
From this section, staff can see:

  • Which patients received the message

  • The exact time the message was sent and delivered

Medicasimple Self-Confirmation and Check-In guide screenshot 3

Why It’s Important

  • Reduces no-shows: Confirmed patients are more likely to attend.

  • Saves staff time: No need for manual phone calls.

  • Provides visibility: Doctors and reception instantly see attendance updates.

  • Improves patient experience: Confirmation and arrival become frictionless.

  • Keeps records clean: Every confirmation and cancellation is logged automatically.


Summary

The Self-Confirmation and Check-In flow helps clinics maintain full control of the patient journey from reminder to arrival. Patients confirm in one click, your team sees live updates, and the entire process stays documented inside Medicasimple.