Workflow for Appointment and Recall Reminders

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.
  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.



    • Related Articles

    • Message Templates for Appointment Reminders, Response, and Recall

      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 ...

    • Appointment/Recall Reminder Sets

      Appointment/Recall Reminder Sets (4.8) This is a Premium Add-On feature. Contact your Account Manager for more information. Before creating the Appointment Reminder Set or a Recall Set, create the basic Reminder texts, emails, and/or voice message ...

    • Add a Recall to a Patient

      A Patient can be added to the Recall List on the Patient Dashboard in the Patient Appointment panel and on the Scheduling Appointment screen. If a Patient has one or more Open Recalls, they can be viewed while scheduling an Appointment. Add a Recall ...

    • 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, ...

    • Appointment/Recall Reminders - Undelivered

      Appointment Reminders - Undelivered The Appointment Reminders - Undelivered panel provides an overview of all Reminders that were not delivered. Scheduling > Appointment Reminders - Undelivered Hover over the Error Status to view the Error Message. ...