Overview
By using Recalls together with a Campaign, messages can be sent automatically to patients with Recalls that are coming due.
It is expected that both of the following articles have been read before reading this one:
Creating a Recall Campaign
Step 1:
Navigate to the Reports > Campaigns page.
Step 2:
Click Add Campaign at the top of the page.
Step 3:
Enter the details for this campaign.
You'll need to select or enter the following:
Campaign Name: The name of this recall.
Report: The report to use. Select Recalls in this case.
Saved Filters: The filters you have saved on the Recalls report.
Business: The business's outbound email settings to use.
Step 4:
Set the message type.
Step 5:
Set the Email/SMS templates that you would like to use for these messages and when you would like to send them.
Note: Your report filters should match the campaign's frequency.
For example: If your filters are set to show patients with a recall due in the next 7 days, the campaign's frequency should be set to weekly.
Step 6:
Click Save.