Choose the moment
Define the visit status or event that should trigger a message.
Practice software / Reminders & Recall
Appointment Reminders and Recall
Support visits and follow-up with configured administrative reminders. We plan timing, channels and staff handling around the appointment data and contact permissions available to your practice.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
360Reminders & Recall
Your configured workflow
01Pre-visit reminders
Send appropriate appointment information using configured triggers.
02Reply handling
Route confirmation, help and rescheduling responses to the right workflow.
03Recall planning
Support suitable return-visit and rebooking communication where enabled.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
Set Timing and Responsibility for Follow-Up
Your practice chooses reminder timing, permitted channels and staff handling of replies. We test confirmations, changes and opt-outs using the appointment information your systems provide.
Plan the cadence
Review timing, wording, channels and contact preferences.
Test the response
Confirm what happens when someone replies, changes an appointment or opts out.
02 / Confirm the details
What to Confirm Before Setup
Reminders can support your workflow but do not guarantee attendance. Clinical follow-up decisions and the appropriate timing of care remain with your team.
Explore the CRM overviewYour setup conversation
Your implementation scope
The job to be done
Your priorities, office process and team responsibilities.
The supported connection
Enabled software, permissions and integrations in scope.
The operating plan
Training, testing, access and ongoing management.
03 / Questions practice owners ask
Reminders & Recall.
Clear Answers.
Can reminders use both text and email?
Available channels depend on the selected configuration, contact details and permissions. We agree the channel plan during setup.
Can someone reschedule from a message?
That depends on the supported scheduling pathway. We configure a clear route to the appropriate calendar or staff member.
Can you contact overdue patients?
We can configure appropriate recall or rebooking workflows using the data and permissions available. Your practice decides the clinical criteria and suitable timing.
Is this included in your marketing packages?
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Discuss Reminders and Recall
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.
Included according to your marketing package.