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Engagement: Online Scheduling Automated Recall Reminders
Engagement: Online Scheduling Automated Recall Reminders

Learn how to enable automated recall reminders with Engagement Online Scheduling

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Automated Recall Reminders with Engagement Online Scheduling send automated messages to patients that are unscheduled for practice-level services, such as hygiene appointments.

Watch this short video below or follow along with our written step-by-step instructions to learn more!

If you use LocalMed or another third party online scheduling service and would like to set up recall reminders, please click here.


Review Recall Reminders Verbiage

Before you enable Automated Recall Reminders, review your message verbiage and ensure that your reminder messages include all of the information that your patients need to successfully schedule for their next appointment.

  1. Click on the Settings gear in the upper right corner

  2. Click on the Verbiage tab

  3. Scroll through the list of messages and click on the Hygiene recall section to display all available messages in text, email, and app format

  4. To edit a particular message version verbiage, click on the pencil icon

  5. Add the desired verbiage and placeholders, then click Save

  6. After you've reviewed the message verbiage set up in the Hygiene recall category, click on the Hygiene recall - past due section to display all available past due messages in text, email, and app format and make any desired changes by following the steps outlined above

Click here to learn more about customizing verbiage.


Set Up Recall Reminders in Engagement Settings

  1. Access Settings by clicking the gear icon in the upper right hand corner

  2. Go to Practice Setup, then click on the Recalls section

  3. Click to enable Automated hygiene recalls by selecting the checkbox

  4. Select the Delivery channel preference

  5. Next, select an Adult and Child Procedure Type from the list of your Online Scheduling Practice-Level Services that you have created

    Click here to learn how to create service types for Engagement Online Scheduling.

  6. Customize the cadence of when the messages are delivered by entering:

    1. Number of weeks before the patient is due for hygiene for the first message to be sent

    2. Number of weeks after the last message was delivered that the Recall will repeat if the patient does not schedule after the first message

    3. Maximum number of Recall Messages to be sent to a patient that is Past Due

  7. You can also ignore patients that are past due for hygiene over a period of time by entering in the Number of Weeks in the field. This will ensure patients that are past due over a number of months do not receive a recall reminder

  8. Click Save when you have finished updating your Recall Reminder settings. Once saved, recall messages will begin to be sent to the applicable patients


How Do Recall Reminders Impact Currently Past Due Patients?

Reminders for patients that are past due will send out "X weeks" after Engagement Recall Reminders are enabled. "X weeks" is the number of weeks as entered in the Send first recall X weeks before due field during your set up of recall reminders.

The scheduling link provided to patients will only allow them to schedule on or after the date their hygiene is due, not before.

The criteria set in the Recall Reminder settings still apply to these past due patients. If a patient receives the maximum amount of recall reminder messages, they will be removed from the recall campaign. If a patient reaches the maximum amount of months past their hygiene due date, they will no longer receive recall reminders.

These settings ensure that your unscheduled hygiene patients that are already past due, still receive a notice to schedule.

Keywords: setup, setting up, set-up, getting set up, getting started

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