Bringing patients back to your office is important for both the patient and the practice. Patients need regular treatments to maintain their health, and you need a steady stream of patient visits. Recalls are generally used for this purpose.
Watch this video for a step-by-step explanation.
Recall campaigns are reminders sent to the patient regarding their recalls. Let's see how we can create a recall Campaign.
- Navigate to the System Menu > select Patient Engagement > Campaign.
- Click +Create Campaign.
- Select the Automated Recall campaign.
- Enter Campaign Name and Description.
- Choose the Branding setting as Global or Location Specific.
- Select the required Location.
- Click Next.
| Note: All campaigns will be sent to the patient by default. If you wish to change this behaviour, you can choose from one of our pre-set recipient criteria. |
On the Campaign Recipient Criteria step, you can set for whom the campaign should be triggered.
- Choose the Recall Name.
- Choose the system-defined Recipient Criteria as suited to your practice's requirements.
- To create a custom recipient criteria, click Create a new Recipient Criteria.
- A Select New Filter Criteria slide-out appears, which lets you utilise the Opportunity Miner feature.
- Choose the suitable options in the drop-downs to specify the new criteria.
- You can see different conditions based on which the campaign needs to be triggered.
- To add another condition, click +Add Another Condition.
- Click Save and Apply Filter.
- Once the recipient criteria is selected, click Next to move to the next step.
On the Template Creation step,
- Choose the medium of communication as Email, Text, or Voice.
For Email
- Select Email Template.
- To write the email from scratch, click Use Blank Template.
- For existing templates, hover over them and click Use This.
- You can also add new templates by clicking Upload HTML Template.
- Enter the email Subject.
- To schedule the email delivery, set the Schedule to Send timeline as needed.
- Enter the content for the mail.
- Click Next.
For Text
- Set a Schedule to Send timeline as needed.
- Enter the content for the text message.
- You can select any of the Saved Templates on the left. When a saved template is selected, its preview will be displayed on the right side.
- Click Next.
For Voice
- Set a Schedule to Send timeline as needed.
- Enter the Content for the message and the Voice Message Content.
| Note: The voice message content will be read if the call is answered by voice mail. |
- Click Next.
Regarding the template for email and text, please refer to the article Text Template and Email Template.
On the Summary page,
- Review the content, settings, and the selected criteria.
- Click Save & Enable to save and run the campaign when recipient criteria matches.
- If you do not want to enable the campaign at the moment, click Save.
Practices can use this simple guide to learn how to create an automated recall campaign in CareStack.