D4W Marketing from D4Web: Set Automated Recall Templates

When sending Recalls via the Automated method from D4Web to D4W Marketing, templates must be set prior to ensure the correct content is sent to patients. If not already set to send recalls via automation, schedule the conversion with Centaur's Recall Automation Conversion Consultant. 

The following options will only be available if DMMi Automatic is selected (This is setup by Centaur staff)

Patients will only receive communication based on their Send To preferences. For example: If sending via e-mail and they do not have this selected, they will not receive it. It is advised to use multiple communication channels where possible. 

5. Click the navigation menu > Management > Automation page

6. Recalls tab

   1. Select the relevant reminder, e.g. 1st Recall Reminder

   2. Reminders sub-tab

7. Order the communication methods                                                                            
   The image below shows an example of sending via SMS, e-mail and print. If the patient has their recall preference set as both SMS and e-mail, whichever is numbered 1 in Reminders will be sent to the patient.

   5. Only place a number against the methods to be used. 

   6. Click here to learn how to setup communication methods for patients                 

8. SMS Template: Click the Edit icon to build the SMS template          

9. Letters Template: Select the relevant post reminder to be used

10. E-mail Template: Select the relevant e-mail reminder to be used

11. Repeat for all other recall reminders, e.g. 2nd recall reminder etc