Input Fields Guide

In Manual Recalls, SMS, E-mail and letter template input fields insert data depending on whether the SMS, E-mail or letter is sent for one/multiple patients within a family due for a Recall.

Setup Recall Recipient

The input fields rely on the recipient of the patient’s recall reminder.

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

2. Send Recalls to > Select the recipient of the patient’s recall reminder

By default, this is set to the head of the family, who is usually responsible for patient communication. Change the recipient of the recall reminder if the patient’s reminder should not be sent to the head of the family. e.g. wife should not have reminder sent to husband.

Single Recall Reminders

1. Patient is the recipient of their own recall reminder

   • Firstname: Recipient name

   • Recall Names: you

   • Example: Hi James, the next dentist appointment for you is due. Please call Your Dental Practice on 02 9213 5000 to schedule an appointment.

2. Patient is a family member of the recipient

   • Firstname: Recipient name

   • Recall Names: Patient's name

   • Example: Hi James, the next dentist appointment for Noah is due. Please call Your Dental Practice on 02 9213 5000 to schedule an appointment

Multiple Recall Reminders

When multiple family members are due for a recall within the same recall period, one SMS will be sent out if the family members have the same recipient for their recall reminders. For example, the parent is the head of the family and receives recall reminders for them and their children.

1. The below data will be inserted into the input fields. 

   • Firstname: Recipient name

   • Recall Names: you, Joel and Keegan

   • Example: Hi James, the next dentist appointment for you, Noah, Keegan is due. Please call Your Dental Practice on 02 9213 5000 to schedule an appointment

For help setting up SMS, E-mail/letters templates - Set Manual Recall Templates