Shartein: patient kam se kam 2 mahine purana registered ho, deceased na ho, SMS DND na ho, aur pichhle 90 din me use ye recall message na gaya ho; ek run me ek clinic ke zyada se zyada 50 patient. Jis patient ka pehle se khula recall (due / contacted / scheduled) hai uska naya recall nahi banta aur message bhi nahi jaata. Naya recall banne par patient ko check-up ka message bhi jaata hai (phone ho to) — WhatsApp par "Dear <naam>, it's been a while since your last visit to <clinic>! 🦷 … Reply to this message or call us to book your appointment.", SMS par "Hi <naam>, this is a 6-month checkup reminder from <clinic>…". Switch default OFF hai; owner / admin hi badal sakte hain. Band karna ho to wahi switch OFF karo — jo recall ban chuke wo list me rehte hain, unhe "✓ Done" ya "Cancel" karo. Patient haal hi me aaya tha phir bhi recall bana to us visit ka appointment PT Out nahi kiya gaya tha. Note me "Auto: missed-booking flag from call …" ho aur type "missed-booking" ho to wo recall weekly job ka nahi, Call Log ki AI analysis ka hai (alag entry).
Recalls list me "Auto-generated" wala recall kahan se aaya?
Ye weekly "Recall reminders" job ka banaya recall hai (Setup → Settings → Auto Messages → Patient Messages (on/off) → "Recall reminders — patients due for a check-up (weekly, Sunday 8:00 AM)"). Har Sunday 8 AM (IST) ye un patients ke liye "Routine Check-up" recall banata hai — Due Date 7 din baad, note "Auto-generated — patient not seen in 6+ months" — jinka pichhle 6 mahine me koi PT Out / Engage appointment nahi hai.
Where in ORALZY: Setup → Settings → Auto Messages → Patient Messages (on/off) · Patient Care → Follow-ups → Recalls
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)" ka switch dekho
- Nahi chahiye to OFF karke Save karo
- Bane hue recall Patient Care → Follow-ups → Recalls me "✓ Done" / "Cancel" karo