Scheduling a Manual Recall Message

In this article, you will learn how to manually schedule a recall message for a patient.

Steps

1. Create a Message Template for your Annual Recall.
2. Navigate to the patient's Patient Profile.
3. Open the patient's Messages inbox.
4. Select Schedule a Message.
5. Set a date and time to send the recall message.
6. Select the patient's phone number.
7. Select your Annual Recall template.
8. Select Schedule.

Link to video: Scheduling a Manual Recall Message

If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.