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Does Donna send Messages to Archived or Inactive Patients?
Does Donna send Messages to Archived or Inactive Patients?

Learn how Donna distinguishes how/when to send messages to patients that are marked as archived or inactive.

Carmen Mick avatar
Written by Carmen Mick
Updated over 2 years ago

By default, Donna will only send out communication messages such as Reminders, Recalls & Review requests to patients marked as Active in your practice management software.

Those marked as Inactive will still appear within the CareCru patient list - Search, Search in chat, Patient Management section - but no automated communication will be sent unless you do one of the following:

  1. To send all communication (Reminders, Recalls & Review requests)
    - Set the patient to ACTIVE in your practice management software.

  2. To send Reminders only to Inactive patients
    - Navigate to Account Settings > Donna > Reminders

    - Click on the gear icon (Available to users with the user role OWNER)

    -

    - Toggle Send Appointment Reminders to Inactive Patients to ON
    - Click SAVE


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