Email templates › Automation workflows › Patient recall
Industry journeysPatient recall email automation
Yearly reminder for check-ups, dental cleanings or eye tests. Bring patients back for regular preventive care.
How it works
Starts every year on the contact’s “last_checkup” date. 2 emails over 14 days.
- Day 0: send “Time for your annual check-up”
Design: Clinic / health tips template - Wait 14 days
- Only continue if the contact didn’t click in the previous email
Everyone else leaves the sequence here. - Day 14: send “Reminder: book your check-up”
Design: Appointment reminder template
Frequently asked questions
What is a patient recall automation?
Yearly reminder for check-ups, dental cleanings or eye tests. Bring patients back for regular preventive care.
How does the patient recall sequence start?
Starts every year on the contact’s “last_checkup” date. Each contact then moves through the steps on their own schedule.
How many emails are in the patient recall sequence?
It contains 2 emails over 14 days. You can add, remove or reorder steps, change the waiting times and edit every email.
How do I set up this patient recall automation?
Create a free ENB Technologies account, go to Automations › New automation and choose “Patient recall”. It is created with every email designed in your brand. Review it, then click Activate.
Also searched as: patient recall email, dental recall automation, annual check up reminder, clinic reminder email
At a glance
- Goal: Bring patients back for regular preventive care.
- Trigger: Yearly date
- Length: 2 emails over 14 days
- Smart rules: skips people who unsubscribe; waits for double opt-in confirmation