How do preferences work?

Holly's Preferences tab lets you set the behaviours that work best for your practice. You have the option to set four main types of preferences:

Time Management

Confirmation lead time: Set how many days before the appointment Holly should contact the patient to ask for confirmation.
Holly's working days and hours: Select the days and hours when Holly will be working and sending messages to your patients.
Scheduling days and hours: Days and hours your services are available for patients to schedule new appointments (your business hours). You can set different available hours per day (gray slots are unavailable).

Event Types/Profiles to be Excluded: Select the event types that you don’t want to be managed by Holly (you can select more than one).
Locations to exclude: Select the locations that you don’t want to be managed by Holly (you can select more than one).
Providers to be Excluded: Select the providers that you don’t want to be managed by Holly (you can select more than one).
Keep same Room when Rescheduling: Holly will rely on the availability of your exam rooms when offering slots to schedule new appointments.
For example, if in one exam room you have an appointment scheduled at 9 AM but in another exam room you have that slot free, Holly will offer it to schedule a new appointment.
Reschedule via Templates: Holly will rely on your EHR scheduling templates when offering slots to schedule new appointments.

Send cancellation message: Holly will send an informative SMS to the patient when you bump an appointment, just to let them know that you had to cancel.
Reschedule bumped events: When you bump an appointment, instead of just notifying the patient, Holly asks them to schedule a new appointment and offers the available slots in your calendar.
Second text delay: When a patient doesn't answer, Holly makes a second attempt to confirm the appointment. Decide how long you want to wait to send the retry message; we recommend waiting at least three hours between messages.
No-show follow-up: Despite all the efforts, your patient was a no-show. We can still help! Now you can automate the follow-up of no-shows to get them to schedule a new appointment. The No-show follow-up delay preference lets you define how long after the no-show Holly must wait to contact the patient and offer them a new appointment.

Enable autofill: When enabled, Holly will offer closer slots freed by cancelations to other patients that have future appointments.
Cancellation Search Window: How many days in the future will Holly look for open slots to offer.
Search Window Minimum: Minimum number of days away that a patient’s appointment can be in order to be eligible for Autofill.
Search Window Maximum: Maximum number of days away that a patient’s appointment can be in order to be eligible for Autofill.

Default Language: Holly can engage with your patients in English or Spanish, set your preference here.

For more questions and information, please contact support@nimblr.ai