Overview
With recall automation, you can automatically update a patient’s status based on their engagement with reminders. This reduces manual work and ensures your records stay organised.
For example, if a patient receives multiple SMS and email reminders but doesn’t book an appointment, you can automatically mark them as inactive—freeing up admin time and keeping your database accurate.
Setting Up Automated Status Changes
To automate patient status updates in recall workflows:
Go to Settings > Templates > Recalls
Click Edit on an existing automation workflow, or create a new one
In the recall template, add a step
Select Action > Patient Status
Choose the status you want to set at this step
Save your changes
Best Practice Tip
This setting only applies to new automation workflows. If you are transitioning from manual recalls, there may be a short period where manual updates are required until existing automated recalls complete their cycle.
By integrating status changes into recall automation, you can reduce manual intervention and maintain an up-to-date patient list effortlessly.