In this article, you will learn how to configure recall defaults in Exam Templates, manage recall messages per patient, and use the Recall Messages view to track delivery status.
❗ Recall messages appear in Communication > Recalls, never in Communication > Scheduled. No matter how far in advance a recall is set, it will not show in the Scheduled list. Recalls is also the only view in Barti that confirms a message was Delivered rather than just sent.
1. Access Recall Defaults in Exam Templates
Navigate to Exam Settings.
Select Exam Templates.
2. Navigate to Recall Defaults
Open the desired exam template.
Locate the Recall Defaults section at the bottom of the template.
3. Define Recall Message Duration and Appointment Type
In the Recall Defaults section, define:
The duration for sending recall messages.
The expected appointment type for patient bookings.
4. Edit Recall Defaults for Individual Patients
When working on a specific patient's Exam, the defaults from the template control the timing and appointment type of the recall message.
Edit these settings on a per-patient basis as needed.
5. Review Automatic Cancellation of Recall Messages
The system prepares recall messages approximately one hour before their scheduled send time.
Before sending, the system checks whether the defined appointment type has already been booked. If so, the recall message is automatically canceled.
6. Enable Additional Patient Recall Text Option
Navigate to Organization Settings.
Select the Communications tab.
Under Texting Automation, locate Send Additional Patient Recall Text.
Select the ⋯ menu and select Configure.
7. Configure Additional Recall Text Frequency
Set the frequency for sending recall messages:
Default is daily until the appointment is booked.
Adjust to every few days if preferred.
8. Use the Recall Messages View
Navigate to Communication > Recall.
By default, the view filters to Scheduled Messages.
Select Sent, Delivered, or other statuses to filter results.
Filter by date range as needed.
Frequently asked questions
Why don't I see recall messages in Communication > Scheduled?
This is expected. Recalls set from an exam only appear in Communication > Recalls. The Scheduled list holds other pending messages such as intake links and appointment reminders.
A patient came in but is still getting recall texts — why?
Before sending, Barti checks whether the patient booked the appointment type defined on the recall. If they booked a different appointment type, or booked after the recall was already prepared, the recall can still send.
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If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.