How to Create An Appointment Recall
To create an appointment recall, follow the following steps:
Step 1
On the ‘Recall’ screen, to create an appointment recall, click on ‘Add New’.
Step 2
After you click the ‘Add New’ button, a new page will appear, allowing you to begin setting up your automatic reminder.
First, under the ‘Send out an auto alert’, click on the ‘Select Option’ drop-down to see all the different options available for you.
The Category will have various recall options that you can select from, as set in PracticeSuite.
- Immediate – This system automatically sends a reminder after a recall has been set.
- Months –This system automatically sends a recall up to 12 months before the recall is due.
- Weeks – This system automatically sends a recall up to five (5) weeks before a recall is due.
- Days – This system automatically sends a recall a few days before the recall is due.
Step 3
Select which method you would like for patients to receive the recall. There are three ways in which you can send an automatic recall: through email, text, or both.
You will have 6500 characters for email text, and 500 characters for text reminders, and both the reminders combined.
Step 4
Click ‘Save’ to save the Reminder or ‘Cancel’ to delete the configuration.
Message Tags
Message tags look like this <<First_Name>>, they are used to customize your messages further. When used in a message a message tag will personalize the message and the <<First_Name>> tag, when received will show the Patient’s First Name. See the drop-down to see what the other tags will include.
Once you create the Recall, you can perform various actions using these icons:
– Edit the Reminder – Delete the Reminder. – Preview the Reminder
Learn how to create reminders.