Use the built-in Forms Reminder system campaign to automatically notify patients, via email or text, to complete any pending forms. This campaign includes a link to the Patient Portal, allowing patients to easily log in and sign their pending forms online.
To begin,
- Navigate to the System Menu > select Patient Engagement.
- Click the Operations tab.
- Select the Forms Reminder campaign from the grid.
You will find the summary of the Campaign.
- Here, you can edit the campaign based on your requirement using the pencil icon.
On the Campaign Type & Details section,
- You can edit the Campaign Name, Description and Branding.
- Once you have made the desired changes, click Next to continue.
- Click Cancel if you wish to discard the changes.
On the Recipient Criteria & Template Creation section, you will find data auto populated.
In the Select Recipient Criteria,
- Set the Schedule to Send timeline as needed.
In the Email tab,
- Enter the desired Subject for the email.
- Enter the required Content.
- You will find the option to + Add Text to change the medium you use.
- You also have the option to Remove Medium or Send Sample.
- Click Next to proceed.
- Click Previous to go back.
- Click Cancel to discard.
- When you click +Add Text, the Text tab opens.
- Enter the Content for the message.
- You also have the option to Remove Medium or Send Sample.
- You will also find a Sample data for preview on the right-hand side.
- Click Next to proceed.
- Click Previous to go back.
- Click Cancel to discard.
On the Summary section,
- You will find the Summary of the campaign in the center of the page.
- The Preview of the Email and Text is available on the right-hand side.
- Click Save to save the changes.
- Click Previous to go back.
- Click Cancel to discard.
- Click Save & Enable to proceed.
- A toast notification will appear on the top right stating, 'Campaign saved successfully'.
Practices can use this simple guide to learn and understand how to utilise the form reminder campaign in CareStack.