Use the built-in Forms Reminder system campaign to automatically notify patients, via email or text, to complete any pending forms. This campaign includes a link to the Patient Portal, allowing patients to easily log in and sign their pending forms online.
Watch this video for a quick overview.
To begin,
- Navigate to the System Menu > select Patient Engagement.
Under Operations,
- Select the Forms Reminder from the grid.
You will be navigated to the Summary section.
- Here, you can view the Summary and Preview of the campaign.
- To edit the campaign based on your requirement, click the pencil icon.
On the Campaign Type & Details section,
- You can edit the Campaign Name, Description and Branding.
- Once you have made the desired changes, click Next to continue.
- Click Cancel if you wish to discard the changes.
On the Recipient Criteria & Template Creation section, you will find the related details auto populated. Here, you have the option to send the campaign via Email or Text.
- To configure an email template, select the Email tab.
- Enter the desired Subject for the email.
- Enter the required Content.
- You have the option to 'Remove Medium' or 'Send Sample' email.
- Click Next to proceed.
- Click Previous to go back to the previous page.
- Click Cancel to discard.
- To configure a text template, click +Add Text on the right.
On the Text tab that appears,
- Enter the Content for the message.
- You have the option to 'Remove Medium' or 'Send Sample' text.
- You will also find a Sample data for preview on the right.
- Click Next to proceed.
- Click Previous to go to the previous page.
- Click Cancel to discard.
On the Summary section,
- You will find the Summary of the campaign and the Preview of the Email / Text.
- Click Save to save the changes.
- Click Previous to go back to the previous page.
- Click Cancel to discard.
- Click Save & Enable to proceed.
- A toast notification will appear on the top right stating, 'Campaign saved successfully'.
Practices can use this simple guide to learn all about forms reminder campaign.