Configuring Automatic Recalls

Automatic Recalls disperse recalls on a day-to-day basis, which can be more manageable for staff. If, for example, recall reminders are 1-month pre-appointment, Patient Bridge would look at today's date and send the recall reminder 1 month from today.

To configure Automatic Recalls:

Open Patient Bridge.

Select Communications > Recalls.
Click Configure Recalls.
Provide a name for this configuration, such as Dental Recalls.
Select the Automatically send? option.
Specify whether to send Due recalls or Overdue recalls.
Specify a time frame forward from today's date.
Select whether to send recalls via Email, SMS, Letter, or a combination of these options.
Select a template to use for the recall message.
Select a group from the list.

Groups are configured in the Manage Groups section.

Click Confirm.