How to Create a Recall Template in Patient Bridge

 Related Training
Patient Bridge: Creating SMS Recall Templates Recorded Class
Patient Bridge: Creating Email Recall Templates Recorded Class
Patient Bridge: Creating Letter Recall Templates Recorded Class

To create a Recall Template in Patient Bridge:

1. Open Patient Bridge and log in as a Practice Manager.
2. From the main menu, select Communications.
3. Click Recalls.
   
4. Click Manage Templates.
   
5. Click Add Recall Template.
   
   
6.  Enter the template details as needed:
   -- Template Format (e.g., SMS, Email, or Letter)
   Note: The remaining fields vary depending on the format you have selected.
   -- Template Name
   -- Template Type: Outbound Only (1-way) or Interactive (2-Way) (meaning the patient can respond)
   -- Content: Enter the message.
   
7. Click Save.