Recall Automation Best Practice
Our recommended setup helps streamline recalls and improve patient follow up across the practice.
For guidance on enabling or updating the EXACT recall automation configuration, please see Enabling/Updating Recall Configuration.
| 💡Tip: Always aim to prebook the patient’s next appointment at the end of their current visit. This increases attendance rates and reduces the need for follow‑up recalls. |
Recall Automation Contact Methods at each stage for Best Practice:
- Due Next Month – SMS / Email / EasyPost
- Due This Month – Email / SMS
- Due Last Month – EasyPost
- Due 6 Months Ago – Email
- Due 12 Months Ago – SMS / Email / EasyPost
- Due 24 Months Ago – Email / EasyPost
- Due 36 Months Ago – Email
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