Recall Backlog

Summary

This feature is made available only to those practices who don’t have Recall Wizard available.  You will be able to search for patients based on their last visit to your practice for a specific appointment type.  To open, click on Communication Center > Recall Backlog.

Recall Backlog

Search for Patients

1. Select providers for your search.:  You may select All or choose any combination of providers available.

2. Select Appointment Types for your search:  You may select All or choose any combination of appointment types available.

3. Last seen between: Enter a date or date range your patient was last in the office for an appointment type and provider above.  Click SEARCH.

4. Patients will appear in Available Patients column:

• Move patients to Selected Patients column by clicking Add Checked or Add All.

• Click CONTINUE to load templates and send messages

Load and Send Messages

After selecting the patients to message, you’ll be able to select the method of messaging, set up the templates, and message your selected patients by following the steps below.

1. Select Delivery Method: Choose how to message your patient.  Click on the toggle to select messaging method.     .    

Delivery Methods

2. Incomplete notification: A template must be loaded for each selected delivery method in order to send to your selected patients.  Once a template has been loaded, the notification changes to Complete.             Loaded Template Notification

4. I’m done, ready to send!: Click  SEND to message your patients now or click SEND LATER and select a time to message your patients.

                                                              Ready to Send

Once sent, a screen will appear showing how many messages were sent and list any patient who didn’t receive an enabled message.