Follow-ups are sent automatically without practitioner intervention.
Up to three appointment follow-ups in three media (SMS, Email, EasyPost).
EXACT will only send one follow-up message per day, even if three are configured. This caters to a situation where the patient has both a Dentist and Hygienist appointment but receives a single follow-up rather than duplicate follow-ups.
Follow-ups can be staggered in hours, days or weeks
Follow-ups can be sent to specific types of patients or appointments, as defined by patient query template.
For SMS interactions, a survey scale can be created with up to 6 increments, and when patients score the survey by returning an SMS keyword, EXACT can send an appropriate further follow-up SMS.
SMS follow-ups are recorded in the patient Contacts Tab.
An SMS Follow-up Responses Report can be run for one, multiple, or all Providers from Administration > Reports > Practice Management. This report shows the replies for each Provider (per day/week/month/year), the average score per Provider and the Average for the Practice.
Security permissions are required for setup. These can be manually set up, but note that on upgrade to v11.3 SP6, appropriate security permissions are automatically inherited from the previous software configuration: all users with permission to access the Automatic Appointment Reminders section will also have access to the Automatic Appointment Follow-ups section.