Set Patient Preferred Contact Method for Recalls


Patients can stipulate - usually on a New Patient Form or verbally thereafter - the methods they wish to be contacted via, then this should be set in their file. 

Recalls are often sent via multiple methods, in particular, changing per reminder to encourage patients to reschedule. The more methods selected against a patient, the more flexible the Practice can be with sending via different methods. 

  1. Click the navigation menu > Patients > Patients page > Address sub-tab

  2. Send Recalls To:

    1. Family / Guardian / Third Party

    2. Select the patient / other Family member / Guardian or Third Party from list

    3. Click the Options icon and tick the methods the patient agrees to be contacted via  

    4. If a patient does not want to be reminded of Recalls, select The Patient has requested no further communication


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