- Automate Recall Reminders for Patients with a Recall in Patient Outreach.
- Recall Reminders use the same phone number that is setup for Appointment Reminders.
Add/Modify Automated Recall Reminders
Recall Reminders are created to automatically send Recalls based on the criteria set in the Template and the Recall.
Recall Reminder Info/Criteria
- Scheduling > Patient Outreach
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- Select the Recalls tab.
- Select Add.
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- Copy Reminder (optional): If an existing Reminder Template with similar criteria exists, select the Template in the dropdown.
- Enter a Description.
- Select Active.
- Select a Sender Email Identity.
- Set the Recall Reminder Criteria.
- Note: The Appointment Type, Facility, and Resource will determine which Patient Recall Reminders are automatically sent.
- If you need different reminders for different Providers (Resources) Appointment Types, etc., enter the criteria in the Reminder Criteria section.
- In the Reminders panel, select the Add link to create a new Reminder Set to control the Delivery Timing and Delivery Preferences (see below).
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Delivery Timing/Preference
- Deliver Timing: Select Period of Time or Specific Date.
- Specify the desired amount of time to send the Reminder.
- Select Before Recall or After Recall.
- Specify time of day to send the Reminders.
- Specific Day: Use to send Reminders on a specific day and time based on the Appointment Day.
- This is recommended if you do not want Recall Reminders to be sent on the weekend.
- Select the day and time to send the Reminder in relation to the Appointment Day.
- Delivery Preference: Select Text, Email, and/or Voice.
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- In the dropdown (for Text/Email/Voice), select an existing Template.
- Select Manage to create a new Template.
- Select the Modify icon to edit the selected Template.
- Select Save [F2].
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