Web Sched Recall

In eServices Setup, click Recall.

Web Sched Recall allows a patient to schedule their recall appointment when they receive a recall reminder via email or text. To begin using Web Sched Recall, first Sign Up for the service.

Note: Offices will still need to check the recall list periodically, as some patients may not meet the criteria for automated reminders. Users can verify reminders are going out by looking at the Reminders Tab in the Recall List where sent automated reminders are shown.

Also see:

Recall Types

Recall types (prophy, childprophy, and perio) determine due date intervals and time pattern/appointment length.

Edit: Click to open Recall Types. Edit Recall Types as needed.

Operatories Considered

Lists the operatories considered for available timeslots. Only operatories marked Is Web Sched are considered.

Edit: Click to open Operatory Setup.

Available Times for Patients

This area offers a preview of up to one month of open time slots for a location, based on the current settings.

Click Refresh to view openings.

Allowed Blockout Types

By default, Web Sched Recall does not consider Blockouts as available time. However, users can allow scheduling on top of specific blockout types. Click Edit to add a blockout type.

Provider Rule

Select how provider selection affects available time slots.

Other Settings

Send Email Messages Automatically To

Select whether or not automated email Web Sched Recall reminders are sent, and if yes, to which patients.

Send Text Messages Automatically To

Select whether or not automated text Web Sched Recall reminders are sent.

Customized Messages

To exclude Web Sched Recall messages from being sent on certain days, see Exclusion Days.

Technical Details

When using Web Sched Recall, make sure general recall settings are correct. See Setup Recall.

Provider Assignment Logic:

Appointment Detail Logic:

Clinic Logic: Web Sched will first check for available openings in operatories of the patient's clinic. If the patient has no clinic, it will look at operatories for the clinic of the last scheduled or completed appointment. If no clinic can be determined, only time slots in operatories assigned to no clinic are considered (operatories flagged Is Web Sched with None as the clinic).

Aggregate Messages: When multiple patients are sent a Web Sched Recall reminder and share a common email address or wireless phone number (e.g., a family), the recall information will be aggregated into one message and a commlog will be generated for each patient.

Aggregate text message recall reminder:
"Dental checkups due: [FamilyListURLs]. Visit links to schedule appointments or call [OfficePhone]."

Aggregate email message recall reminder:
"These family members are due for a dental checkup:"
"Please visit the links above or call our office today at [OfficePhone] to schedule your appointment."

The "[FamilyListURLs]" tag will be replaced lines that look like this: "Harry - Schedule appointment at http://od.ag/w/LWVhHh".