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 top navigation menu, hover over Auto-Reminders, and select Recall Reminders.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.

3. Click on +Add.

4. Fill out the form 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 to save your reminder.

6. Click the toggle switch to turn the reminder on or off.

1. If the switch is gray with the button to the left, it is off.

2. If the switch is orange with the button to the right, it is on.