New Patient Messaging Including Forms

In a few easy steps, you can now create and send custom email and SMS messages welcoming patients to your practice. Here's how..

Navigate to your RecallMax Dashboard from your Toolbar (Settings and Support-> Practice Management->View Dashboard Reports) or click here to login directly. Note: Only practice administrators have access to the RecallMax Dashboards.

From the left side menu on the Dashboard, select Message Settings

Here, you’ll see all of your Appointment and Recall Messages settings including the New Patient Welcome message option.

Select the message type(s) you wish to enable (1) and click Save (2).

Easy!

Now should you ever wish to view and/or customize this or any of your patient Email or Text messages, select Patient Messages from the left side menu

Select the message you wish to customize (1) and then select the Edit Wording button to edit the wording for the Text version of the message (2) or the Edit Wording button for the Email version of the message (3).

Please note that the New Patient Welcome Text messages do not display appointment times but instead contain a link….

..to view the email version of the message in a browser,

For a refresher on how to edit this or any of your patient Text Messages click here.

For a refresher on how to edit your patient Email messages, click here.

Adding Forms to New Patient messages

As with our other messages, you can also add Forms to New Patient messages!

From the left side menu in your RecallMax Dashboard, select Patient Forms.

Select the form you wish to use from the list. For this example, we’ll select the COVID 19 Patient Screening Form in the Form Name column.

Select New Patient Email and/or Text (1) and then click Save (2) and you’re done!

All New Patient Messages will include the COVID 19 Screening Form.

For a complete recap of Patient Forms, visit our release notes here.

****Important Notes****

In order for a patient to be considered NEW, all of the following criteria must be met.

The patient has an appointment scheduled within 30 days of the patient’s file being created (the appointment date doesn’t have to be within the 30 day mark, it just has to be added to the scheduler within that time frame).
The appointment day is after the current day. This excludes same day or a past appointment.
The patient has not previously been sent a New Patient message.
The patient has no transaction history.
The patient is created after the practice go live date with RecallMax..

New Patient Message Grouping

If a patient has multiple appointments on the same day, only the first appointment time would be displayed in the New Patient message.

For New Patient Family messages (multiple new patients with first appointments booked on the same ay with same Email/cell number), the first appointment time for each family member will be shown.

****Remember - the Text message versions of these messages contain a link for the patient to view the Email version of the message in a browser.

For more information on this or any of our features, please reach out to us.

Phone: 1-800-651-8603 ext 1,

email: support@recallmax.com
Live text chat at www.recallmax.com

Happy Holidays and Thanks for using RecallMax!