Instantly Activate a Follow-Up Campaign
To quickly activate a follow-up campaign, follow these steps:
1. Access Campaigns:
Click on the Person Icon located in the top right corner of your Practice by Numbers page.
Select "Campaigns" from the dropdown menu.
2. Select a Campaign:
You will see a list of available campaigns. Find the "Recall Overdue Campaign" in the list.
Click on the row for the Recall Overdue Campaign to bring up the activation menu.
3. Activate the Campaign:
In the menu that appears, click "Activate."
The campaign will start sending texts and emails to patients due or overdue for recall, and it will add these patients to a task list based on their recall due date in your Practice Management Software.
4. Customize the Campaign:
You can fully customize the campaign to decide when patients receive messages, how many messages they get, and the content of those messages.