Before determining the settings for recall messages, consider the following:
- Does the patient receive a recall together with a suggested appointment, or does the recall ask the patient to book an appointment themselves?
- In what ways would you like to send the recalls (text message or letter), or would you like to invite patients to make an appointment by calling them?
- Do you need different kinds of recall messages for different purposes, such as separate models for dentists and oral hygienists?
- What languages would you like to use in the recall messages?
- What information is required for each message?Before determining the settings for recall messages, consider the following:
- Is there a need for completely different models for different clinics or individual clinicians, or is it sufficient to have one model which uses message variables?
To access the system settings, click the System settings button at the bottom of the control panel.
Enabling text message recall messages
To send text message recalls, the test message feature must be enabled. Text messages can be enabled by selecting Text messages in use in the system settings. Note! Please note that text messages sent will be charged according to the current price list.
In the text message Sender field, enter a name or phone number of up to 11 characters to be displayed as the sender of the message. Note! If two-way text messages are enabled, the sender's number cannot be changed.
To save your settings, click the Save changes button at the bottom of the page.
Note! You must also have a message model for text message recalls in order to be able to send them.
Recall settings
The recall settings allow you to select whether or not to print the sender's name on the recall letter.
If necessary, you can edit, delete, or add new recall classes. These allow you to create different types of recall messages for different purposes. Recall classes can be used, for example, to set different recall messages from dentists and oral hygienists.
For recalls, the following settings can also be changed in the system settings:
- Mark recall to be clarified if an appointment is made near the recall date = recall will automatically change to To be clarified if an appointment is created for the patient close to the recall time. You can set the time period in months (either before or after the recall) that is used to determine when the recall status is changed to To be clarified.
- Create a new recall for the patient automatically = Can be set to automatically create recalls or suggest creating recalls, for example when the patient is due for invoicing.
Edit a recall message model
Click the Edit recall messages button at the bottom of the system settings.
In the Recall model dialog box, select the message type, contact method, language for the recall model, and who the template is being created for (for an individual user, a particular clinic, or the entire organization). If there is no need for separate models for each clinic or employee, shared organization-level templates can be used for all.
Under Message type, select the Message type you want to use from the drop-down menu. Different messages can be created for different message types (recall classes). To send messages of a specific recall class, you must have a recall model defined for that recall class.
From the second drop-down menu, select the contact method . A recall model must be defined for a particular contact method in order to be able to send recall messages using that method.
Note! Although the email recall model can be set up in AssisDent settings, email recalls cannot be sent from AssisDent.
Under Activity range, select the language for the recall and who the message will be used by (individual employee, clinic, or organization). If message models have been created, for example for the organization or the employee, the employee's own recall model will be included in the recalls of the employee in question. Users with wider access rights can create recall messages to be used by the clinic or the whole organization.
Once you have selected the type of recall message and who it is for, you can type the recall message into the text box at the bottom entitled Recall model. Message variables can be used in the message to automatically insert information about the recall, such as the recall clinician or recall clinic. You can also use message variables to add the time of the patient's initial appointment to the recall message, although in this case the appointment must have been created together with the recall. The entered recall model is automatically saved, so the dialog box can be closed.
Once you have finished working on your recall messages and settings, you may want to check the following:
- The correct Recall default class has been selected for the employee cards
- Previously created recalls have the correct Message type. If needed, you can use the batch editing tool to change the recall class.
Assigning a recall method to a patient
There is a setting for each patient to specify how they want the recalls to be sent. The patient's preferred recall method can be changed in their customer information, under Preferred contact methods.