Temporarily Stop Automation Recalls from Sending


To stop Automation Recalls from sending reminders, the priority of the sending method of the reminders need to be changed. This is done as the Recall Automation batches still need to run so patients are not overlooked.

The patients are able to be contacted at a later date if required.

  1. Click the navigation menu > Management > Automation page > Recalls tab

  2. Select the required Recall Type

  3. Go to Reminders sub-tab

    1. Change the Template Order for all reminders (except Phone Call Template) to -

    2. Change the Template Order for Phone Call to 1

    3. Repeat the process for each Recall Type

When the SMS and E-mail messages are ready to be sent again, the priority can be changed back to the original settings.

Click to (link coming soon) Resume Sending Automation Recall Reminders

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