Patient Outreach Overview

Patient Outreach Overview

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, 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.


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.


Recall Reminders (Premium Add-On)

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


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. Create some Basic Message Templates. Create at least one message 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.


Learn More

Patient Outreach Interactive Flow Chart

Basic Message Templates

Text Messages

Email Messages

Voice Messages

Create Appointment Reminder and Recall Sets

Statement Profile





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