1. Introduction
A recall is an automated reminder sent to patients after they've completed an appointment. Recalls help practices bring patients back for follow-up care, routine checkups, and preventive visits. Most practices use recalls to improve patient retention, reduce missed follow-ups, and maintain consistent scheduling.
2. Here's the guide
For practice administrators, here's a step-by-step guide on how to enable and set up this feature.
3. Settings Tab
On the Curogram app dashboard, Navigate to the settings tab.
4. Navigate to Patient Care Journey
Then, go to account configuration section and look for patient care journey.
5. Recalls
Next, go to the recalls section.
6. Main Recall Toggle
The main recalls toggle now operates with a different logic. When the toggle is off, no recalls SMS, or voice are sent. However, if the toggle is on, the system first checks if the patient has a non-landline number. If a non-landline number is found, an SMS is sent and voice calls are no longer sent.
7. For patients with landline numbers
Next, this toggle applies to patients who have only a landline number. When the toggle is on, these patients receive a voice recall. If the toggle is off, no recall is sent to patients with only landline numbers.
8. Understanding Recall Type
Next, we have recall types. Here, you can choose from three options: Auto, Manual and Both. Each option has its own unique functionality.
9. Set to Auto
When set to Auto, the recalls are sent based on the days after appointment, and trigger Time settings. If no appointment type is selected, all appointment types will trigger a recall.
10. Set to Manual
When set to manual, the recalls are sent based on the recall dates in the recall dashboard, and the trigger time.
11. Set to Both
When set to both, there recalls are sent based on the recall dates in the dashboard and the settings you've set.
That's it, you've successfully learned how recalls work and how to set them up in Curogram.