📋 Appointment Form Notification System
Automate. Notify. Prepare. Empower.
The Appointment Form Notification System by FxMedSupport is your admin team’s new favorite tool — designed to streamline the patient journey, eliminate manual tracking, and ensure every patient shows up 100% prepared.
💥 Instant Notifications When Appointments Are Scheduled
The moment a patient books an appointment inside Cerbo (Servo), the system kicks into action.
If the trigger value is set to 0, an instant email or portal message is sent to the patient with:
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📝 The exact forms they need
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⏰ A clear due date
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🧭 Directions to the patient portal
It’s like giving your patients a GPS through their onboarding process.
🎯 Smart Filters for Personalized Experience
Every practice is different — and so are your appointments.
That’s why we let you:
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Toggle the system on or off per appointment type
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Add gender-specific filters
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Soon: Add age-specific filters
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Set unique forms per provider or appointment type
Whether it’s a 60-minute functional consult or a quick follow-up, the right forms go to the right people—automatically.
📆 Automated Reminders that Adjust to Patient Progress
30 Days Before the Appointment:
The system checks the patient’s progress.
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If all forms are completed: ✅ No reminders sent.
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If some forms are missing: 🧾 A smart message goes out listing only the incomplete forms.
10 Days Before the Appointment:
The system ramps up urgency.
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Sends another email + portal message combo
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Triggers an admin task if forms are still missing
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Keeps your team in the loop without wasting energy
No more refreshing the portal queue or manually following up — the system works for you.
🛠️ Admin Tasks Without Admin Stress
If forms still aren’t submitted, the system will:
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🚨 Notify your admin with a task
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💬 Include patient details + outstanding form names
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📌 Ensure timely follow-up before it’s too late
Your staff doesn’t have to guess anymore. They know exactly what’s needed and when to act.
🌐 Fully Integrated with Cerbo
Just copy the form names from your Cerbo Questionnaire Manager and paste them into the system.
That’s it. No duplicate setup. No extra login. No headaches.
🚀 Designed for Set-It-and-Forget-It Success
This system is more than just a feature — it’s your practice safety net.
Every appointment gets the right forms.
Every patient gets helpful, intuitive reminders.
Every admin stays in control — without burning out.
FxMedSupport’s Appointment Form Notification System is automation that thinks ahead, communicates clearly, and empowers your team from day one.
Let your patients walk confidently through their journey — and let your admin breathe easier every step of the way.
✨ Automated. Intelligent. Reliable. Yours.
