When adding a patient to the RecallMax Short Notice list, you’ll see the COVID Missed/Cancelled check box in the window. Select that option with any or all of the other availability settings for that patient and click Submit.

You’ll see COVID flag for a patient on the Short Notice tab….

…and on the patient detail panel.

Now when using the Short Notice list to fill an appointment, you’ll see in the List Filter window, all of the usual options PLUS the option to Show ONLY COVID Missed/Cancelled patients.

Again, a great way to laser focus the distribution of the short notice list notification to only those patients that have missed appointments due to the pandemic.

You already know that the Missed/Cancelled list is a great way to view and re-book patients that cancel or no- show.

We’ve now extended the list to go back 180 days for all practices and the list will continue to collect patients that have not been in for appointments during the crisis.

Important Note: The Missed/Cancelled list will only display appointments that are still in your scheduler! If an appointment has been deleted it will not show up on this list.

Simply navigate to your RecallMax Dashboard and select Patient Messages under Settings from the left side menu.

Note: See our website recallmax.com/covid-19-resources for auto messaging recommendations and samples

Select the message that you’re looking to change (1).

Then, click the Edit Wording button below. (2)

You’ll see a handy live preview of that message at the bottom of the screen (3).

This is where you can select to;

• Add Wording After Greeting (something urgent such as COVID related protocols)

• Add Wording Before Signature ( parking lot construction or building elevator not working)

• Add Wording After Signature (food bank drive)

Simply select the appropriate option and you’ll see a window appear in the preview and this where you’ll add your additional wording.

For this example, we’ll select Add Wording After Greeting (1) and add a note about COVID safety measures at the practice (2).

Select Save, Cancel or Preview at the bottom of the page.

Select the One Week Message (1) and again, select Edit Wording (2).

Again, you’ll click Add Wording After Greeting and this time, select the Copy From button

Now a window pops up with the option to select the previously used, “Our office has re-opened and we are taking extensive measures to protect the safety of our patients (1).

You can also choose to replace what is currently in the text area or Append to to the end of existing text using the checkbox (2)

Clicking OK will paste that same message into this One Week message (3).

Click Save at the bottom and you’re done!

At this point, you can now add the message to your Two Week reminder!

Navigate to your RecallMax Dashboard and select Call Coaching.

Note: See our website recallmax.com/covid-19-resources for call script recommendations and samples

Use the pull down menu option to select the script you’d like to customize.

For this example, we’re going to add a COVID checklist to the Reminder List script.

Using the buttons at the bottom of the page you can now Save, Cancel, Reset to Default or Preview your changes.

Now when you click Call Coaching in the RecallMax toolbar (1), you’ll see the additional wording has been added for all staff at your practice!