Shartein: patient kam se kam 2 mahine purana registered ho, deceased na ho, aur uska SMS DND on na ho. Jis patient ka pehle se khula recall (due / contacted / scheduled) hai use naya recall ya message nahi jaata. Banne wala recall: type "Routine Check-up", Due Date 7 din baad, note "Auto-generated — patient not seen in 6+ months". Message WhatsApp par "Dear <naam>, it's been a while since your last visit to <clinic>! 🦷 …", SMS par "Hi <naam>, this is a 6-month checkup reminder from <clinic>…". Bheje gaye WhatsApp Patient Connect → WhatsApp → Sent Log me dikhte hain. Usi section me "Treatment plan reminders" (daily 9:00 AM) aur "Recare / recall campaigns" ke alag switch hain.
Recall reminder automation kaise on karte hain — kis patient ko jaata hai?
Setup → Settings → Auto Messages → Patient Messages (on/off) me "Recall reminders — patients due for a check-up (weekly, Sunday 8:00 AM)" switch ON karo (default OFF; owner / admin; web + mobile). Har Sunday 8:00 AM (IST) ye un patients ko chunta hai jinka pichhle 6 mahine me koi PT Out / Engage appointment nahi — har ek ka "Auto-generated" recall Recalls list me banata hai aur check-up message bhejta hai; ek run me max 50 patient, ek patient ko 90 din me ek baar.
Where in ORALZY: Setup → Settings → Auto Messages → Patient Messages (on/off) · Patient Care → Follow-ups → Recalls · Patient Connect → WhatsApp → Sent Log
Quick steps
- Setup → Settings → Auto Messages → Patient Messages (on/off) kholo (owner / admin)
- "Recall reminders — patients due for a check-up (weekly, Sunday 8:00 AM)" tick karo aur Save
- Sunday 8:00 AM ke baad Patient Care → Follow-ups → Recalls me "Auto-generated" recall dekho
- Kisi patient ko rokna ho to uske chart me "Edit patient details" → "SMS DND" → "On (no SMS)"