Activating/Deactivating Reminders/Recalls

In certain situations such as offices being closed for a set amount of time, disabling and enabling Reminders and Recalls is important in making sure the flow of returning patients are not left confused during office closures. 

The following article will show users how to enable or disable their Reminders and Recalls, and also configure their start dates for messaging if the Reminders and Recalls simply need to be temporarily disabled until a certain date. 

Table of Content

Reminders

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  1. From the YAPI Practice Dashboard, click on the Setup and Manage 2019-09-03_11-44-13.png button, then click the Global Setup option.

  2. A password request will prompt, type "password" into the field if the password has not been configured, then click OK.
  3. From the Global Setup window, click on the Reminders tab.

  4. To Enable or Disable the Reminders for Email (top-left), Mobile (top-right), or Postcards (bottom-left), click on the Enabled checkbox associated with each section.

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Recalls

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  1. From the YAPI Practice Dashboard, click on the Recall Manager 2020-03-19_08-41-19.png button, then click on the Recall Manager Setup option.

  2. In the Recall Manager window, to Enable or Disable Recalls click on the Enabled checkbox.

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Schedule Reminders and Recalls Start

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  1. Within the Reminders tab,  in the bottom of the window click on the Edit button in the More Options section.

  2. In the Options window, click on the date on the top-left corner of the window. Change the date to the date reminders should begin sending out. 

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NOTE: This can serve as an alternative to disabling reminders and recalls altogether, in order to continue the normal flow of messages without any messages failing to send out. 

If there any issues setting up Reminders and Recalls, Click Here to Schedule a Call with our Customer Support Team.

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