Recall reminders can help unscheduled patients book their recare and prevent them from going inactive.

Note: Appointment reminders and recall reminders are only available if your EHR is integrated with the Adit platform. 

To set up a recall reminder:

1. Navigate to the Engage module.

2. In the navigation menu, hover over Auto-Reminders, and select Recall Reminders. 

3. Click on +Add.

4. Fill out the fields:
   
   

1. Reminder Name: name this reminder so you can identify it later (ie: 1 Month - Prophy).

2. Recall Types: what recall types should receive this reminder?

3. Patient Type: what patient status is this reminder for?

4. Send Via: SMS, Email, or Voice - how would you like this reminder to be delivered to your patients?

5. Before or After the Appointment?: choose if the message should be sent before or after the due date.

6. When to Send: how far before/after the due date does the reminder need to go out?

7. Time of Day: at what time would you like the reminder to be sent?

8. Spanish Auto-Reminder?: select Yes if you would like an auto-translated version of this reminder to go to patients who have Spanish as their Preferred Language in their patient profile in your EHR.

9. Edit Message: customize the message for this reminder. Use Add Variables & Links to allow the message to pull patient and appointment details for a more personalized experience.

5. Click the Save button and enable your reminder.