Create Patient Recall Message

Last updated
Save as PDF

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.

PF navigate to patient communications.png

Create Patient Recall Message

Click the Patient Recall Message card under the After the visit section. The Patient Recall pop-up window opens.
Click Manage Recall Messages. The Patient Recall page opens and displays previously created recall messages.

PF patient recall 1.png

Click + New Recall Message. The Create a Recall Message window opens.
Enter a Title for the message. This will appear in the notice sent to the patient.
Enter the Message text for this notice.
Select the number of times and recurrence interval (week(s), month(s), year(s)) for sending the message.
Click Preview to see how this message will look when sent to the patient.
Click Save when finished. The recall message is added to the Patient Recall list.

PF patient recall 2.png