Recall Management
Overview
Recall Management settings allows you to configure SMS reminders
for recalls / recall letter templates
for the centre.
o Each
centre has its own Recall Management setting i.e. for each centre
you wish to send SMS recall reminders / Recall letters from, you
must configure the settings as explained below.
o A
user of 'Admin' or 'Practice Manager' can modify this setting.
1. Login
as an Admin or Practice
Manager user.
2. Locate
and click 
at the lower-left.
3. Select
the Settings option.
The Settings window appears.
4. Within
the Centre section, click
to display the
Recall Management settings.
Configuring
SMS Templates
1. To
access the SMS reminder settings for Recalls, click on SMS templates.
2. Select
the centre you wish to configure SMS recalls for.
3. Click
the Enable SMS for Recalls toggle
to enable SMS messaging
for recall reminders from this centre.
o Recall
SMS can be sent to patients who HAVE opted-in to receiving communication
via SMS.
o Default
SMS templates are displayed once the Enable
SMS for Recalls is toggled on. Templates may be configured
as required for a preliminary Recall SMS and for follow-up recall
SMS.
o Original
Recall SMS template is for sending a preliminary SMS to the patient.
o Follow-up
Recall SMS template is for sending subsequent SMS to the patient.
o Default
templates have 3 default fields which are populated upon sending an
SMS. Option is available to add additional fields .Click 
to add additional fields
as required to the SMS templates.
o An
approximate SMS count and character count is displayed at the bottom
of the template.
4. Click 
to save
any changes.
Configuring
Letter Templates
1. To
access the Letter Template settings for Recalls, click on Letter templates.
2. Select
the centre you wish to configure Recall Letter templates for.
o The
default Letter template is displayed once the centre is selected.
o The
original Recall letter template can be modified by the practice as
required.
o Default
templates have default fields which are populated upon printing a
recall letter. The option is available to add additional fields. Click
to add additional fields as required to the
Letter templates.
3. Click
to save any changes.