Remind, Recall, and Contact Patients
Partner has built in tools for contacting patients and families automatically, by form letter, phone, e-mail, or text message.
The Patient Recaller
The Patient Recaller (
recaller) is a report that can create custom call lists, form letters, and mailing labels for your patients and families. You can create custom searches using thousands of possible criteria combinations, and the Recaller will help you contact those different groups of patients.
Use the Recaller to find the right patients and then print out physical reminders, flu shot announcements, or immunization recalls. You can also use the Recaller to do quick research and reporting on your patient populations.
You can learn more in the Patient Recaller section of this help guide.
The Patient Notification Center
The Patient Notification Center (notify) is a powerful tool for contacting patients and families. You can set up recurring or one-time notifications, and PCC will deliver messages to your patients automatically through our partnership with TeleVox, either by phone call, text message, or e-mail.
The Patient Notification Center currently supports appointment reminders, “Due for a Visit” notifications, and account balance notifications. For example, you can create a notification that automatically contacts patients three days before their appointment and tells them the date, time, location and physician (optionally) of the appointment. Or, you could create a set of criteria for physicals or other visit types and automatically remind patients to call and schedule an appointment. Finally, you can send a balance notification to all families with certain aged balances.
You can read a complete guide in the Patient Notification Center section of this help guide.
TeleVox, VoiceGate, PhoneTree, and Other Contact Systems
Partner’s built in Patient Notification Center uses TeleVox and manages notifications.
However, you can also use Partner to export a list of patients manually and use the phone vendor of your choice.
Partner includes some simple programs that collect and export patient contact information. The output works for TeleVox, PhoneTree, VoiceGate and other auto-call systems.
You can learn how to export patient lists for phone vendor systems in the Other Phone Vendors section of this help guide. For help getting started, or to find out if your auto-call vendor of choice is available, contact PCC Support at 800-722-1082.
For more information about creating and editing form letters, read the Form Letters article.