Set Manual Recall Templates


Each Recall Type can be assigned its own SMS, e-mail and/or letter template within D4W/PSS. 

  1. Go to Debtors and Marketing > Mail Merge tab 

  2. Mail Merge Category: Recalls

  3. Select the relevant Recall Type to assign/set up a template for

  4. Letter Template: Click the Edit icon to design the e-mail and/or letter template

    1. Design the template as required for this query

  5. SMS Template: Click the Edit icon to design the SMS template

    1. Use the Insert menu to add Input Fields

    2. Click Template menu > Click Update

    3. Click Template menu > Click Exit

    4. See Input Fields Guide for assistance with setting up the input fields for the templates.

If available, eAppointments link can be added to Recall template for patients to book their recall appointment online



0 out of 0 found this helpful



Article is closed for comments.