Skip to main content

How do I configure automatic callback reminders?

  • Updated

Callback reminder rationale and use case

  • Callback reminders are internal reminders for practice staff.
  • Commonly, clinics may set callback reminders to follow up on the patient after a visit or a surgical procedure.
  • When a callback is created on a billable item, the callback is assigned to the provider of that billable item.

Setup and configuration

  1. Edit the Inventory, Procedure, or Lab treatment item 
  2. Select "Add Callback" 
  3. Set the "Time Period" and "When is due?"
  4. Save. 

Callback-Add_Options.png

Note: callback reminder types are internal and intended for staff. They are not not sent to the client.

Related Articles

 

 

Related articles