Introduction
The purpose of the automated call feature is to request confirmation from patients regarding their booked appointments via telephone. The system initiates calls based on procedures defined by the institution to receive feedback on whether the patient can attend the examination.
The process operates on a campaign basis, allowing different call times for different types of examinations. For example, calls for dermatology appointments can be scheduled for 10:00 AM on the previous day, while calls for diabetology appointments can occur at 9:00 AM on the day of the examination.
Main Content
The campaign management menu is located on the admin interface under Exam notifications, within the Automated calls submenu.
Creating a New Campaign
Any number of campaigns can be created using the following steps:
Enter the Campaign Name.
Fill in the Campaign Description (optional).
Select the Campaign Type. Currently, only the "appointment confirmation" type is available.
Set the Call Time, which determines when the system schedules the call relative to the exam (e.g., "day of exam 10:00").
In the Blacklist field, specify email addresses that the system should ignore during calls.
Assigning Examinations
After creating the campaign, examinations are assigned as follows:
The left column lists all available examinations.
The right column shows examinations already assigned to the campaign.
To add an examination, select it from the left column and click the right-pointing arrow.
Approval and Activation
Once a campaign is created, a multi-step process follows:
Customer service approves the created campaign.
Customer service connects the system with the external provider managing the calls.
Following approval, the institution can activate or deactivate the campaign.
Managing Existing Campaigns
Edit: Click the yellow edit button to modify a created campaign.
Delete: Click the delete button to remove a campaign.
Tips
Tip: An examination can strictly belong to only one campaign. This rule ensures that a patient is not called multiple times regarding the same appointment on the same day.
Tip: Only appointments made after activation are processed; existing bookings are not added retroactively.
Summary
The feature confirms patient attendance intentions via automated calls.
Operation is campaign-based, allowing different call rules per examination type.
Live activation requires customer service approval and technical connection.
Only patients with bookings made after activation are added to the call list.
FAQ
When are patients added to the call list?
When are patients added to the call list?
Patients are added to the call list only after the campaign has been activated. The system does not call patients who already had an appointment before activation (it does not work retroactively).
Can an examination be included in multiple campaigns?
Can an examination be included in multiple campaigns?
No, an examination can strictly appear in only one campaign. This prevents patients from being disturbed by multiple calls for the same appointment.
What types of campaigns can be created?
What types of campaigns can be created?
Currently, only the "appointment confirmation" campaign type is selectable in the system.