Patient Follow-ups

Creating a New Instance

The first step to setting up Patient Follow-ups is to create a new instance in Outbound > Create Automatic Instance > Patient Follow-ups. You can then select a name for the follow-up instance.

Under Run 1 you can configure whether the Patient Follow-ups are sent via calls or SMS along with the specific text that is sent. You can add multiple runs across different channels.

You can then choose what time of day and how many days since the last appointment the Patient Follow-ups send, along with which appointment types you want them to run on.

You can also filter which patients receive the follow-up by:

• Arrival status of their previous appointment - Filter by Arrival Status.

• Whether they have any future appointments scheduled - Future Appointments.

Once you’re all set, hit Create Instance.

Selecting Instances

Once an instance has been created, it will appear in the main Outbound Communications page. New Patient Follow-up instances can be created for a variety of different variables, such as different appointment types.

All instances will show in the main page, where you can enable/disable them accordingly. You can track your overall usage across the Outbound Module at the bottom of the page, along with a cost breakdown.

For more ways to configure follow-ups and recalls, check out our blog Automating Patient Recalls Across Your Clinic.

For any questions, feel free to email us at support@bookedsolid.co.uk.