Let's review our recommended Recall Triggers and how to build them. Recall Triggers can vary widely depending on your needs.

What are Recalls?

Recalls are typically a call to action for the patient. This can include things like scheduling a preventative wellness visit, dental hygiene appointment, or reordering medical supplies.

Recall Language and Timing

The following Triggers are designed to support Conversational Messaging. It is important to remember that these configurations are guidelines. Depending on how your Artera integration is configured, including the available data and sync timing, and how you have chosen to manage patient messages, these Triggers may need to be adjusted.

Recall Completion

A Recall transitions from Active to Completed once the patient performs the required action. For instance, if a 6-week follow-up is required, the Recall completes as soon as the appointment is booked. Once completed, all Triggers for that Recall will cease.

Sample Configuration

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• Recall Triggers

Recall Created (Instant)

Trigger Configuration

• Trigger Name: Recall Created (Instant)
• Trigger Module: Recall
• From which resource would you like to send this message?
  • This is commonly Location. However, you can also choose Provider, Device, or General, depending on your needs.
• Practice Selection: Select the Practice(s) that will send the Trigger.
• Who should receive this message?
  • Event Restriction
    Select the desired Recall Events. Only Recall-specific Events appear in this list.
  • System Status Restriction
    Choose Active. This ensures that patients with canceled or completed Recalls are not sent messaging.
• What should the message say?
  • Text Message
    • !!Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please text us at {wellPhone} to schedule your appointment.
  • Call Message
    • Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please call us at {wellPhone} to schedule your appointment.
• When should patients receive the message? 
  15 minutes after Recall Created
  • Recommended Send Rules
    • Send only on Business Days? No
    • Suppress same-day Recall messages? No
    • TCPA Hours? Adjust Delivery Time

Recall - 1 Month

Trigger Configuration

• Trigger Name: 1-Month Recall
• Trigger Module: Recall
• From which resource would you like to send this message?
  • This is commonly Location. However, you can also choose Provider, Device, or General, depending on your needs.
• Practice Selection: Select the Practice(s) that will send the Trigger.
• Who should receive this message?
  • Event Restriction
    Select the desired Recall Events. Only Recall-specific Events appear in this list.
  • System Status Restriction
    Choose Active. This ensures that patients with canceled or completed Recalls are not sent messaging.
• What should the message say?
  • Text Message
    • !!Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please text us at {wellPhone} to schedule your appointment.
  • Call Message
    • Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please call us at {wellPhone} to schedule your appointment.
• When should patients receive the message? 
  4 Weeks Before Recall Time
  • Recommended Send Rules
    • Send only on Business Days? No
    • TCPA Hours? Adjust Delivery Time

Recall - 6 Month

Trigger Configuration

• Trigger Name: 6-Month Recall
• Trigger Module: Recall
• From which resource would you like to send this message?
  • This is commonly Location. However, you can also choose Provider, Device, or General, depending on your needs
    
• Practice Selection: Select the Practice(s) that will send the Trigger.
• Who should receive this message?
  • Event Restriction
    Select the desired Recall Events. Only Recall-specific Events appear in this list.
  • System Status Restriction
    Choose Active. This ensures that patients with canceled or completed Recalls are not sent messaging.
• What should the message say?
  • Text Message
    • !!Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please text us at {wellPhone} to schedule your appointment.
  • Call Message
    • Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please call us at {wellPhone} to schedule your appointment.
• When should patients receive the message? 
  26 Weeks Before Recall Time
  • Recommended Send Rules
    • Send only on Business Days? No
    • TCPA Hours? Adjust Delivery Time

Recall - 12 Month

Trigger Configuration

• Trigger Name: 12-Month Recall
• Trigger Module: Recall
• From which resource would you like to send this message?
  • This is commonly Location. However, you can also choose Provider, Device, or General, depending on your needs.
• Practice Selection: Select the Practice(s) that will send the Trigger.
• Who should receive this message?
  • Event Restriction
    Select the desired Recall Events. Only Recall-specific Events appear in this list.
  • System Status Restriction
    Choose Active. This ensures that patients with canceled or completed Recalls are not sent messaging.
• What should the message say?
  • Text Message
    • !!Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please text us at {wellPhone} to schedule your appointment.
  • Call Message
    • Hi {clientFirstNameProperCase}, our records indicate that you may be due for a follow-up appointment with {practiceName}. Please call us at {wellPhone} to schedule your appointment.
• When should patients receive this message? 
  52 Weeks Before Recall Time
  • Recommended Send Rules
    • Send only on Business Days? No
    • TCPA Hours? Adjust Delivery Time