The Patient Recall Message is part of the Patient Communications function and is available only with the Kareo Marketing module. Custom automated recall messages support return business for your practice by reminding patients when they are due for continuing care. Once a Patient Recall Message has been created, it can be applied to a patient record.
Note: In order for a patient to receive patient communications:
- Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
- Messages are sent to the email address and home and mobile phone numbers entered on the Profile tab of the patient's Demographics page.
Access Patient Communications
Hover over the Platform icon in the upper left of the window and select Patient Communications. The Patient Communications window opens.
Create Patient Recall Message
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