Patient Outreach Overview

Patient Outreach Overview

Release v4.8

Patient Outreach Hub

  • Appointment Reminders (Premium Add-On)

  • Recalls

  • Balance Notifications (Premium Add-On)

 Workflow for Appointment and Recall Reminders

  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.

    • Text Messages

    • Email Messages

    • Voice Messages

  4. Add the 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.

  Appointment Reminders

  • Set up and manage SMS, email, and voice Appointment Reminders

 

  Balance Notifications

  • Balance Notifications

 

  Recalls

  • Streamlined Recalls


Learn More

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