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This doc is for anyone building workflows that send communications around appointments — reminders, cancellation follow-ups, or post-appointment review requests. Appointment communication in Morf is flexible: you control exactly when messages fire and what conditions have to be true first. Use the expressions below to build a workflow that fits your practice needs.
Use this when you want to send a reminder a specific amount of time before an appointment — like 24 hours before or 7 days before.Start here — common time windows:More than 7 days away:
Use this when your patients are in different time zones and you want the reminder timing to respect their local time — for example, only sending if the appointment is more than 72 hours away as of 9 AM in their timezone.Advanced — use only if basic time windows aren’t precise enough for your needs:
appointment_updated_at.isBefore( // Was the appointment updated before the cutoff? parseTimestamp( // Convert the cutoff string back to a timestamp appointment_datetime .customFormatInTimezone( // Format the date in the patient's local timezone "2006-01-02", appointment_patient_timezone_identifier.orValue("America/Phoenix") ) + "T09:00:00" // Anchor to 9:00 AM local time + appointment_timezone_offset // Apply the UTC offset for that timezone ).sub(parseDuration("72h")) // Go back 72 hours from that 9 AM point)
Replace "America/Phoenix" with the appropriate default timezone for your patient population, and change "T09:00:00" to the local time you want to anchor to. appointment_patient_timezone_identifier is populated automatically by Healthie.
Suggested Prompts for Flo AI
Use these sample prompts with Flo to generate a CEL expression that fits your goals.
Write a filter that checks if the appointment is more than 72 hours away, anchored to 9 AM in the patient's timezone.
Only send if the appointment is at least 3 days away, based on the patient's local time.
Use the patient's timezone to check if the appointment is more than 48 hours from now.
Use this when you want to verify the appointment is still active before sending a reminder or confirmation.Start here — check the status field directly:
For the complete CEL function reference — including all available operators, string functions, date helpers, and optional chaining syntax — see the CEL Reference.