---
title: How to set up Automated Notifications
description: Automated notifications in Helix ensure patients receive timely reminders and alerts without staff intervention. Notifications can be sent via Email, SMS, or WhatsApp, depending on your integration.
---
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August 29, 2025
# How to set up Automated Notifications
## Automated notifications in Helix ensure patients receive timely reminders and alerts without staff intervention. Notifications can be sent via Email, SMS, or WhatsApp, depending on your integration.
### 🌐 **Overview**
- Notifications can be triggered for **appointment events, reminders, birthdays, discharges, or cancellations**.
- Templates must first be **created and mapped** in the Control Panel.
- Once switched ON, the system automatically sends the selected template to patients at the right time.
---
### 🧭 **Navigation**
- **Email Templates Mapping**:
**Control Panel → Templates → Email Templates → Appointment Settings**
- **Calendar Notifications Mapping**:
**Control Panel → Calendar → Notifications**
---
### ⚙️ **How to Set Up Automated Notifications**
#### 📧 **A)** **Link Templates via Email Templates**
1. Go to **Control Panel → Templates → Email Templates**.
2. Click **Appointment Settings** (top-right).
3. Turn **ON** the notifications you want to automate.
4. For each notification, assign the **Email Template** you created.
5. Click **Confirm**.
#### **Available Notifications to Map:**
- Appointment booking confirmation
- Appointment booking update confirmation
- 24h before appointment reminder
- 48h before appointment reminder
- 1 week before appointment reminder
- Birthday Emailer
- Discharge notification
- Cancellation notice
---
#### 📅 **B) Automated Notifications via Calendar**
1. Go to **Control Panel → Calendar → Notifications**.
2. You’ll see 10 notification switches.
3. Map your chosen **SMS or WhatsApp template** to each notification.
4. Turn ON switches → Assign template → **Confirm**.
5. Ask reception to **log out and back in** so the new automation applies.
#### **Available Notifications (Calendar):**
- Booking confirmation
- Booking update confirmation
- Reminders (24h / 48h / 1 week before)
- Birthday (1 day before / 1 week before)
- On discharge
- Status changes: No-Answer and Cancelled / Deleted
---
### 📊 **Management**
- Templates can be updated anytime via Control Panel.
- Always test a template on a dummy/personal patient file before assigning.
---
### 💡 **Pro Tips**
- Use **different templates** for reminders vs cancellations to avoid confusion.
- Keep birthday and discharge templates short but warm and professional.
- Ensure staff **re-login** after enabling notifications.
- For WhatsApp, ensure templates are **Meta-approved** before mapping.
- Always personalize with **placeholders** (e.g., {PatientName}, {AppointmentDate}).
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