-Set Patient Preferred Contact Method for Recalls / Queries / Marketing

Patients can stipulate - usually on a New Patient Form or verbally thereafter - the methods they wish to be contacted via, then this should be set in their file. 

Recalls are often sent via multiple methods, in particular, changing per reminder to encourage patients to reschedule. The more methods selected against a patient, the more flexible the Practice can be with sending via different methods. 

Queries are generally used to generate a batch of patients who meet certain criteria. For example, all patients that had whitening in the past 24 months; all patients who has a Birthday today; all active patients to send a eNewsletter to. 

Recalls

1. Go to Patient Records > Patients tab > Address sub-tab

2. Send Recalls To:

   1. Family / Guardian / Third Party

   2. Select the patient / other Family member / Guardian or Third Party from list

   3. Click the Options button and tick the methods the patient agrees to be contacted via 

   4. If a patient does not want to be reminded of Recalls, select The Patient has requested no further communication                                                                               
   5. Click OK

Queries/Marketing

1. Go to Patient Records > Patients tab > Address sub-tab

2. Send Queries To:

   1. Family / Guardian / Third Party

   2. Select the patient / other Family member / Guardian or Third Party from list

   3. Click the Options button and tick the methods the patient agrees to be contacted via

   4. If a patient does not want to be contacted for marketing / non-appointment or account reasons, select The Patient has requested no further communication
   5. Click OK