Strategise your continued patient care, create a recall automation workflow that is fully customisable and will help increase patient retention.

Decide how many automation steps you require, steps can contain SMS, emails, tasks, and letters. Each step can contain a different template, all SMS and Email communication templates should be created before linking them to an automation task.

Here's how:

First, you have to create a template for your communication. To do this, go to Settings ⚙️ > Patient > Templates > Communication > New.

Select Recall as template type.

Customise your Email and SMS template > Fill out Template Name> Subject and Message Body.

Note: we highly recommend you set both email and SMS content for every template in Zavy

Second, Go back to the Settings > Select Patient > Templates > Recall > New.

On the Recall Automation Template > Fill out Recall Template Name > Add Step.

Select Contact Type from

And, enter Trigger after and select from

Here is a sample Recall workflow.