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Recalls are automatic messages that invite patients to rebook or follow up. Admins set them up in Settings › Recalls. There are three rules:
  • Rebooking nudge: patients who haven’t been in for a while and have nothing booked.
  • Referral expiring: patients whose referral is close to its end.
  • Post-appointment follow-up: a follow-up or thank-you a few days after an appointment.

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Set up a recall

  1. Go to Settings › Recalls and open the rule’s tab.
  2. Turn the rule on and set when it sends.
  3. Choose email, SMS or both, and write the message.
  4. Select Save.
Recall texts can’t take replies, so include your phone number. Referral expiring also notifies your team that a new referral may be needed. Turn off email and SMS if you want your team told without contacting the patient. Once a rule is on, Bilby sends recalls by itself. Each one appears in the patient’s Message history.