Set D4W Marketing Automated Recall Templates

When sending Recalls via the Automated method with D4W Marketing, templates must be set prior to ensure the correct content is sent to patients. If not already set to send recalls via automation, schedule the conversion with Centaur's Recall Automation Conversion Consultant. 

The following options will only be available if DMMi Automatic is selected in the Third Party Marketing General Setting. 

Patients will only receive communication based on their Send To preferences, if sending via e-mail and they do not have this selected, they will not receive it. It is advised to use multiple communication channels where possible. 

1. Go to Location Management > Automation tab

2. Recalls sub-tab

3. Select the relevant reminder, e.g. 1st Recall Reminder

4. Go to Reminders sub-tab

   1. Order the communication methods                                                                            

      The image below shows an example of sending via SMS, e-mail and print. If the patient has their recall preference set as both SMS and e-mail, whichever is numbered 1 in Reminders will be sent to the patient. Only place a number against the methods to be used.                                              

   2. SMS Template: Click the Edit icon to build the SMS template          

   3. Letters Template: Select the relevant post reminder to be used

   4. E-mail Template: Select the relevant e-mail reminder to be used

5. Repeat for all other recall reminders, e.g. Lapsed / 2nd Reminder                                                       

Video: D4W Marketing Automated Recalls