How to Configure Automatic Recalls in Patient Bridge

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; for example, on 1 June, July's recalls would send reminders.

To Configure Automatic Recalls:

1. From the main menu, select Communications > Recalls.
   
   
   
2. Select Configure Recalls.
   
   
   
3. Provide a name for this configuration, such as Dental Recalls.
4. Tick the box for Automatically send?.
5. Specify whether to send Due recalls or Overdue recalls.
6. Specify a timeframe forward from today's date.
7. Select whether to send recalls via Email, SMS, Letter, or a combination of these options.
8. Select a template to use for the recall message.
9. Select a group from the list.
   
   NOTE: Groups are configured in the Manage Groups section.
   
   
10. Click Confirm to save the changes.