In the platform, you have the ability to customize your SMS and Email Recall Reminders that are sent to patients when they are due for continuing care.
SMS and Email templates can viewed by all user roles, but the message content can only be customized by users with the role of Owner. Change requests can also be sent to CareCru Support.
(Overview of User Roles can be found here).
The following items are customizable in a recall reminder:
Email: Subject Line and email body (including text formatting)
SMS: text body
Insert tags can be added (eg. Patient Name, Appointment Practitioner, etc)
Emojis can be added
Step-by-Step Tutorial
Go to Account Settings > Donna > Recalls
Click on any of the Recall Reminder bubbles
From here, you can make the following configurations:
What channel type you want the review request to be sent: SMS, Email or both
Message content
toggle between SMS and Email to update both methods, if applicable
Add in emoji's or Insert Tags into the body of the message
Press Save to keep your changes.
Additional Configuration Settings
CareCru Support and users with the role of Owner can also update the following configurations for your review requests:
Recalls Start Time: When Donna will start sending Recall messages to patients each day
Which default template to use on messages:
To change any of the above settings, just click on the gear icon located at the top right of the Reviews page:
Upon clicking on the gear icon, you will see a Recalls Settings pop-up window where you can make your selections.