Automate Recall Reminders

Automate Recall Reminders

 Recall Reminders are a Premium Add-On Feature. Contact Support or your Account Manager for more information.

  • 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

  1. Scheduling > Patient Outreach

  1. Select the Recalls tab.
  2. Select Add.

  1. Copy Reminder (optional): If an existing Reminder Template with similar criteria exists, select the Template in the dropdown.
  2. Enter a Description.
  3. Select Active.
  4. Select a Sender Email Identity.
  5. 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.
  1. In the Reminders panel, select the Add link to create a new Reminder Set to control the Delivery Timing and Delivery Preferences (see below).


Delivery Timing/Preference

  1. Deliver Timing: Select Period of Time or Specific Date.
  • Period of Time
  • 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.
  1. Delivery Preference: Select Text, Email, and/or Voice.

  1. 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.
  1. Select Save [F2].




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