How to Change Communication Routes on Active Reminder Channels in Patient Bridge

Patient Bridge does not send communications by a per-patient preference. Instead, reminders and recalls are sent by campaigns, and each campaign sends through one or more channels.

Channels are used in lowest-cost order: email is attempted first where the patient has an email address in Sensei Cloud, and SMS is used where they do not.

If you want every patient to receive an SMS where possible and still send emails, create two campaigns of the same type — one set to SMS and one set to Email. 

You can enable or disable SMS or Email channels within a campaign as needed.

Note: Individual messages within a campaign can also be set individually.

To change which channels an active reminder campaign uses:

1. Log in to Patient Bridge.
2. From the menu bar, select Communications.
3. Click Reminders, then click Configure Reminders. A list of Reminder Campaigns are displayed.
   
4. From the Actions drop-down list for the reminder campaign, select Manage Reminder Channels.
   
5. From the Actions drop-down list for the channel you want to change — for example, the Sms channel — select Disable Automation. The Is Automated? column changes to No.
   

Note: To enable reminders again, select Enable Automation from the Actions drop-down list.