Create a recall message
Bring patients back when they're due, using a Workflow with a schedule and filter.
Table of Contents
Recalls now belong in Workflows.
Create a workflow, using On a schedule.
Filter by service and last visit date.
Exclude anyone with a future booking.
Send an email or text.
Test and click Publish.
Tick the equivalent of Don't send to the same client more than once so patients aren't reminded repeatedly.
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Next, read Create an automated text.