Patient Outreach Hub

Patient Outreach Hub

Patient Outreach Hub

Patient Outreach Overview
Patient Outreach Flow Chart
Patient Outreach Overview

Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications.

(Scheduling > Patient Outreach button)

Appointment Reminders (Premium Add-On)

  • Set up and manage SMS, Email, and Voice Appointment Reminders.
  • If the Calendar is being used, Appointment Reminders can be sent to the Patients on a specific date, such as 2 days before the Appointment.

Recall Reminders (Premium Add-On)

  • Use the Recall List to send automated reminders to Patients, prompting them to schedule Appointments, like annual physicals.

Balance Notifications (Premium Add-On)

  • Instead of Statements, Balance Notifications can be sent by Text, Email, and/or Voice Message to the Patient/Guarantor.
  • Note: Balance Notifications can also be managed from the Statement Profile.


Workflow for Appointment and Recall Reminders

Patient Outreach Interactive Flow Chart

  1. Contact your Account Manager for information on getting started.
  2. Set up System Settings.
  3. Basic Message Templates: Create at least one Message Template for each delivery method that you are using.
  1. Add the Appointment Reminder and Recall Sets.
  • The Reminder Sets tell the System:
  • When: The Day, Week, Year, and time to send the Message.
  • How: Delivery Method by Text Message (SMS), Email Address, or Voice Message
  • Where: The recipient's phone number or email address is required to send the message.

Workflow for Balance Notifications

Balance Notifications

Balance Notifications Overview

Balance Notifications Setup

Voice Notifications Setup

Balance Notification Testing

Balance Notification Queue


Learn More

Patient Outreach Interactive Flow Chart

Basic Message Templates

Text Messages

Email Messages

Voice Messages

Create Appointment Reminder and Recall Sets

Statement Profile


Patient Outreach Flow Chart

 Appointment Reminders, Recall Reminders, and Balance Notifications 

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Select this link, Patient Outreach Interactive Flow Chart, to open an Interactive Flow Chart to guide you through each step.

​Appointment/Recall Reminders

This is a Premium Add-On feature. Contact your Account Manager for more information.


Message Templates for Appointment Reminders, Recall, and Statement Balance Notifications are built in the Patient Outreach module.

  • Patient Outreach is located in the Setup panel on the Scheduling Dashboard (Scheduling > Scheduling Dashboard/Setup Panel > Patient Outreach).

Basic Message Templates should be created before Reminders Sets are built.

  • Additional Message Templates can be created after Reminder Sets have been built.
  • Learn More: 

    • Related Articles

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      Patient Outreach Hub Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications. (Scheduling > Patient Outreach button) Appointment Reminders (Premium Add-On) Set up and manage SMS, ...

    • Appointment Reminders/Recall/Balance Notification Message Templates

      This is a Premium Add-On Feature. Contact your Account Manager for more information. Appointment Reminder/Recall/Balance Notification Message Templates Overview Message Templates Overview Message Templates for Appointment Reminders, Recall, and ...

    • Voice Notifications Setup

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    • Appointment/Recall Reminder Sets

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    • Balance Notifications Setup

      All setup for Balance Notifications is done in Statement Profiles using the Notifications panel. When Statement Balance Notifications have been activated (Premium Add-On), the Notifications Panel is added to the Statement Profile screen, and a ...