How to run a 6 month recall

Overview 

A 6 month recall allows you to automatically generate a list of patients who visited the surgery for a check up and clean 6 months ago and have not returned for a visit since. With some simple steps below, you can then remind the patients that their checkup is due via SMS or email.

Steps

1. Click on Marketing tab and select Campaigns.
   
   
2. Click on the 6 Months recall.
   
   
3. Click on New Run.
   
   
4. Leave the Campaign date as today’s date. The Campaign Period is when the patient should be coming back for a check up / clean (i.e Last month).
   
   
5. Click on Create Batch.
   
   
6. Click on the Campaign you have just created.
   
   
7. Click on Selected then choose All (feel free to untick patients you do not want to include in the recall).
   
   
8. Once you’re happy with the selections. Click on the 3 dots and choose your preferred sending method (Email or SMS).
   
   
9. Review your content and then hit Send Now.