Frequently Asked Questions
Q: Do patient plus recall messages get sent to all patients whether they've had an appointment in zHealth or not after the 3, 6, or 12 months? I don't want all my patients who may have had appointments in my old software a couple weeks ago get a recall message.
A: The "last visit date" under Contact Details is mandatory for sending text recall messages at the 3, 6, and 12 month point. However, it is not necessary for sending missed appointment messages or birthday texts (DOB must be filled out).
Q. Can I customize the Recall Duration beyond the default options of 3, 6, and 12 months?
A: For clinics who have the Patient Plus feature or are on the Standard package, you can customize the recall duration for sending recall messages to patients. If you’d like to modify these settings, please contact our support team at support@zhealthehr.com with your preferred recall duration.
Note: To view your current recall duration, navigate to Update Info > Facility tab and scroll down to the bottom to find "Active Patient Recall Durations".
Q: How do I exclude a patient from getting a certain Patient Plus text?
A: Texts will not be sent to any 'inactive' patients (you can make any patient 'inactive' under Contact Details). Similarly, you can uncheck the "Birthday Messages" checkbox if you don't want a patient to receive Birthday texts. To not send recall messages, you can remove the "last visit date" under Contact Details. Lastly, any patient who responds to a Patient Plus text with "Stop" or "Cancel" will no longer receive texts from that number. To get texts again, the patient can text "Start".
Q: Can we stop patient recall texts only in patient plus?
A: Patient Plus includes three features: Birthday Messages, Patient Recall, and Missed Appointment reminders. We can turn off Patient Recall from the backend, but this change will apply to all patients in your account.
Q: Can we stop missed appointment texts only in patient plus?
A: We can turn off Missed appointments from the backend, but this change will apply to all patients in your account.
Q: Can we stop birthday message texts only in Patient Plus?
A: Patient Plus includes three features: Birthday Messages, Patient Recall, and Missed Appointment reminders. You can turn off Birthday Messages for an individual patient by following these steps:
- Search for the patient in the top navigation search box.
- Select the patient from the auto-populated results to open their profile.
- Go to the Contact Details tab.
- Scroll to the Birthday Messages option.
- Uncheck the box next to “Birthday Messages.”
- Click Save.