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Apply, Edit, or Disable Patient Recall Message

Updated: 08/21/2023|Views: 4667

Automated recall messages support return business for your practice by reminding patients when they are due for continuing care. Once a recall message has been created, it can be enabled for patients. 

In order for a patient to receive patient communications:

  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • An email address must be entered on the Profile tab of the patient's Demographics page.

Available for Engage subscribers.

Access Patient Recall

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Recall. The Recall page opens.
Platform_Recall_Access.png

Apply Recall Message

  1. Click Enable on the right of the desired Recall message. The Edit a Recall Message pop-up window opens.
  2. Change the message delivery recurrence options and the provider the message is sent from, if necessary.
  3. Select a Start Date to begin sending the Recall message.
  4. Click Save when finished. The recall message is added to the patient's Recall message list.
    • To preview the recall message sent to the patient, click Preview.

 

Platform_Recall_Apply.png

Edit Recall Message Schedule

Follow these steps to edit the recall message scheduled for the patient.

  1. Click Edit Schedule. The Edit a Recall Message pop-up window opens.
  2. To change the message delivery schedule, enter how often the appointment occurs and select if the appointment occurs every Week(s), Month(s), or Year(s).
  3. To changed which provider the message is sent from, click the From drop-down and select a different provider.
  4. To change the Start Date, click the date picker and select a new date.
  5. Click Save when finished. The recall message schedule is updated.
Platform_Recall_EditSchedule.png

Disable Recall Message

Follow these steps to remove a scheduled recall message for the patient.

  1. Click the down arrow and select Disable. The Disable Recall Message pop-up window opens.
  2. Click Disable. The recall message is removed from the patient's Recall message list.
Platform_Recall_DisableMesssage.png
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