Outreach
Everything you send, by intent — reminders, campaigns, and social. All of it runs through Communications: the same channels, consent records, and delivery log.
Communications is the foundation
Reminders, campaigns, and social all dispatch through Communications— channels, consent & suppression, and the unified delivery log. Consent and suppression are managed once, there, and enforced on every send below.Transactional & lifecycle reminders
Appointment, recall, recare, no-show and review automations. These run on a transactional consent basis (with a few marketing-consent recalls flagged below) — distinct from the marketing consent that Campaigns require. All sends still pass the same consent and quiet-hours gates as everything in Communications.Scheduled today
28active rules
5 rules active
Sent — last 7 days
7delivered
Opted out / suppressed
13last 30d
Permanent — not operator-removable
Failed sends — 7d
1auto-retry
No consent records updated
Sends follow the governed comms path
Every automatic reminder is checked against the patient's consent record and quiet-hours window before dispatch. Suppressed recipients are never reached; deferred sends resume at the next eligible window. Configure consent and suppression in Communications → Consent.| Rule | Trigger | Timing | Channel | Template | Consent | State | |
|---|---|---|---|---|---|---|---|
| Appointment reminder — 24h | Before appointment | 24h before | SMS | 24h appointment reminder | Transactional | active | |
| Appointment reminder — 2h | Before appointment | 2h before | SMS | 24h appointment reminder | Transactional | active | |
| Recall — 6 months after last visit | Recall due | 6 months after last visit | Email + SMS | 6-month recall reminder | Marketing consent | active | |
| Review request — 2h after completed visit | After completed visit | 2h after | SMS | Review request | Marketing consent | active | |
| Recare / hygiene due — annually | Recare due | 12 months after last hygiene visit | Annual recare reminder | Marketing consent | paused | ||
| Missed-appointment follow-up — next morning | Missed appointment | Next morning at 09:00 | SMS | No-show follow-up | Transactional | active |
5 active rules · 1 paused