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MediRecords automation with Coviu

This article explains how to automate your Coviu waiting area with Medirecords.

Note: Appointment Reminders in MediRecords

MediRecords does not currently support customising appointment reminders based on appointment types, as MediRecords only has a single default reminder message. As a result, there are two supported ways to send Coviu room links to patients.

Available Options

  • Use the Coviu–MediRecords integration
    This generates a unique session link for each appointment and bypasses the Coviu waiting area flow. (Essentials, Standard, Premium Plans Only)
  • Automate Coviu Waiting Area Links with Medirecords SMS Messaging

    You can automatically include your Coviu Waiting Area Link in appointment SMS messages sent through Medirecords. There are two ways to configure this, depending on how your practice manages appointments:

    • Configure the template at the Appointment Type level (recommended for practices offering both in-person and virtual appointments).
    • Configure a default template for an individual practitioner (recommended for virtual-only practices).

Step 1: Retrieve Your Coviu Waiting Area Link

    Before setting up appointments in Medirecords. first, copy your Coviu Waiting Area link. This is the link your patients will use to join their telehealth appointments.

    Step 2: Creating SMS Template

    • Navigate to More > Settings > SMS Templates.

      Note: If this is your first time using SMS Templates, the message box will be blank.

    • Click the Plus (+) icon to create a new template.

    • Enter a name for the template. We encourage you to create dedicated SMS templates for each clinician and their Coviu room

    • Add the SMS content and include your Coviu waiting area link for patients to join and don't forget to tick the default box.

    • Click Save

    Step 3: Automate SMS Messaging

    A. Configure the template at the Appointment Type level (recommended for practices offering both in-person and virtual appointments).

    • Go to Settings.
    • Select Appointments
    • Click Coviu Telehealth Solutions
    • Select Appointment Types.
    • Open the appointment type you want to configure.
    • Under the reminder or notification settings, select the template you previously created that contains the waiting area link.
    • Save your changes.

    B. Configure a Default SMS Template for an Individual Practitioner (Recommended for virtual-only practices. If you offer both in-person and virtual appointments, use the Appointment Type method instead.) 
    • Click your Profile (top-right corner).
    • Select Preferences.
    • Click Appointment.
    • Select the template you want to use as the default.
    • Save your changes.

    You have now automated your waiting area link to your Medirecords Appointments.

    This help article is also available on the MediRecords website by clicking here. 

    If you need support with your MediRecords system, you can get in touch with them at support@medirecords.com.