Creating Recall Appointments

Follow
Creating recall appointments in the Patient Rewards Hub is quick and fun!
 
Step 1: Jump to your patient's profile
To begin creating these reminders, navigate to your patient's profile, and click the "Appointment" tab.
 
 
**Note** Only an admin or a staff member who has been authorized to access the Appointments tab by an admin may perform this action.
 
 
Create the recall reminder
When creating a new recall reminder, make sure the "Recall" button is selected. Then select the Month and Year of the reminder, and, if you'd like, supply a description for the reminder.
 
 
Click "Submit" to save the recall appointment.
 
Once you are finished, the recall reminder will appear!
 
 
**Note** These reminders will be sent on the 1st of the month at 12:00 PM PST.
 
 
Ensure your patient is informed
Check the section at the bottom of the page to see which email address will receive Appointment and Upcoming Recall notifications.
 
 
If the patient the patient does not yet have an email address on file, or needs to update their notifications, you will see a prompt at the bottom of the screen to update their Notification Settings.
 
 
Review and adjust your recalls
You can view all appointments under the patient's profile underneath the patient's Appointment tab. If you need to make any edits to the appointment, simply click the red "X" to cancel it, and create a new appointment.
 
 
 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk