Hygiene reminders are one of the four Kasper recurring reminders. Those reminders run daily, based on the patient recall dates in the criteria set in Open Dental.
How to set up Hygiene reminder criteria in Open Dental
1. In open Dental go to the Family tab, click on Recall Type. This is going to show when a patient is due for a procedure.
2. To set up those recall types, go to Set up, select Appointments, then select Recall Types and click on Add. Name the procedure and then set the default intervals to trigger recall due dates and confirm selection by clicking on OK.
3. Click on Sync, so those settings sync for all patients in your office.
Setting up Hygiene Reminders in Kasper
From the Recurring Campaigns tab select Hygiene Reminders, and click on Add Reminder
Create a name for the campaign.
Select the Recall type
Set the time of the day to send the campaign
Set the reminder type, either SMS or email.
Note: Do not select both email and SMS at the same time. Choose either email or SMS. You can create two separate reminders, one by SMS and one by email.
5. Select whether you want to exclude DND list or not
6. Choose Individual or Family. Make sure to customize the body of your email for both Individual and Family
7. Fill in the subject line and the body of the email
8. Add the reminder
9. After finishing all your settings, go to the selected reminder in the Hygiene Reminder page and do not forget to turn it on.
Note:
In the instance that some select patients have insurances that allow more/ less frequent Prophys per year, you can adjust the reminder intervals for those selected patients only. You can do that from the selected patients' Open Dental patient profile.
Go to the Recall section in the Family tab.
Double click on Prophy
Change the Recall interval
