While Appointuit is very easy to use for reminders in BP, recalls can also be done but needs a bit of setting up because of the limitations of the PMS in obtaining the list in a usable format. Once set up you can utilise this function to send non urgent recalls via:
- SMS
- Secure SMS (optional feature)
To obtain a list of non-urgent recalls you will need to set up a SQL search in BP.
This only has to be done once- then the search is saved for further use.
for these instructions see:
https://appointuit.zendesk.com/hc/en-us/articles/214202068-Non-urgent-recalls-in-BP-pulling-the-list-using-a-SQL-search
1: Email
We recommend upgrading to Engage! premium. This will allow you to design and save a personalised library of templates for your practice to use. These can be individualised by doctor / and or type of recall.
To send the NURs via email:
- Set up a campaign in the usual way- name it accordingly
- On the recipients page, use the filter "import list from BP XML"
- Check the list- remove any not appropriate
- Go to templates - select desired template
- Add note to patients file
- Send email
- At a later date- come back to review of the progress of the recalls by clicking on the reports page and further action as required according to your practices policy and procedure.
2: Email and SMS
To send to those without email via SMS- continue onto Engage!SMS from the reports page. In Engage! premium- you will also be able to customise fully the message sent.
3: SMS only
- Go to Engage!SMS- if you wish to link it to a previous campaign do this now.
- Name the campaign accordingly
- Select recipients and check (you may need to use the email override filter if you have elected not to send emails and only SMS - select filter Email > is also present.
- Select the SMS template or edit the one shown- be careful of not exceeding 160 characters.
- Add note to patients file
- Confirm and send
4: Secure SMS
Procedure as above but elect to have sent as secure on the confirmation page- this should be discussed with the patient before using this option to obtain consent. The log in will be the patients Appointuit log in