Schedule recalls

Create recalls and schedule recall reminders. Recalls start as Active and are set to Inactive when the patient attends, or if they do not respond to your recall requests. Recalls do not disappear, they remain as permanent contract records to confirm your efforts to recall the patient for a test that may be important to their future health.

Schedule an SMS recall reminder

You can schedule SMS recalls to go out at a specified time and a set number of days before the appointment.  

The scheduled recall reminders feature is available in Zedmed v36.5 and later.

To administer recall reminders:

1. Go to Zedmed's Management tab.
2. Select Practice setup > SMS Configuration.
   Step 1 - Review / create the recall text.
3. Select the Recall Reminders tab:
   Recall Type - 'All' provides preconfigured text that can be used for all recalls.
   •    Select Add Message to create a new recall message for a specific recall type.
   •   Select an existing Recall Type if you want to edit its text.
   •   Use the Insert Merge field to add variables to new and existing recall messages.
   •   Reset to Zedmed Message will replace the current message with the standard All message text.
   Step 2 - Schedule the recall to automatically send
4. Select the Recall Schedule tab.
5. Select the Add Schedule button.
6. Complete the following fields
   1. Description - enter a meaningful description for the schedule.
   2. Active box  - enables the recall for scheduling. Select after you have finished getting up a new schedule.  
   3. Time - sets the time of day the reminder will go out.
   4. Reminder Type - determines the order of reminders (ensures the times match the intended order).
   5. To be sent - sets how many days before the recall maturity the reminder will go out.
   6. Recall Type - determines what recalls will use this schedule by moving them into the Selected pane.
      All recall maturity types in the Selected pane will receive the reminders.
7. Use the Message Delay tab to send recalls in batches.
   This prevents recalls from going out at the same time. Enter a value in the Delay field, and that delay will be applied after each batch is sent.
8. Select Close to save and exit.
   Editing schedules
   When you select a recall Description, the schedule will appear in the Edit Recall Schedule where it can be edited.
   

Send a manual SMS Recall reminder

Practices can manually send SMS recalls to patients using the Recall Report by selecting the criteria for who will receive the reminder, then selecting send SMS. See the Send a manual recall guide in the Office section of the knowledge base 

Add a patient recall

Recalls are added to a patient's record, and reminders are sent via SMS using the automatic schedule explained in this guide. See the Add a patient recall guide in the Office section of the knowledge base