Does the patient receive an automated confirmation when I book them?

As soon as you click Save on a new appointment, RootLogic sends the patient an automated booking confirmation via SMS and/or email (depending on your practice's configuration). The confirmation includes the appointment date, time, and location — or a video link if it's a virtual consultation. This happens within seconds; the patient doesn't have to wait.

RootLogic also enrolls the patient in an automated reminder sequence after booking. Typically this includes a reminder 24–48 hours before the appointment and a day-of reminder. These fire automatically — you don't need to send them manually. The exact timing depends on how your practice's automations are configured.

These confirmations and reminders are triggered by the booking event itself. If you manually drag a pipeline card to Consult Booked instead of using the calendar, no confirmation fires — the patient receives nothing, and no reminder sequence starts. This is the most common reason patients show up confused or not at all.

After booking, open the patient's contact record and click the Conversations tab. You'll see the outbound confirmation message in the SMS or email thread, including the timestamp. If it's not there within a minute or two, check whether the patient's phone number and email are correctly entered on their contact record.