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A patient reminder is a follow-up for a patient, for example a check-up 6 months after a cleaning. Dentolize can send it automatically by SMS or WhatsApp, or list it for your team to call.

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🤖 Automatic reminders after a treatment

Set up reminder templates in Settings → Templates → Patient Reminders:
  • Remind After Completed With: how long after the treatment, for example 6 Months.
  • After Procedure or After Procedure Steps: the treatments that trigger it.
  • Send Automatic SMS: send the reminder automatically, at the time you choose, with the message and channels you set.
When one of these treatments is marked Completed, the reminder is created automatically.
Click Get Default List → Fill Items to start from ready-made templates for your specialty.

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➕ Add a reminder manually

Click New Patient Reminder in an appointment’s Patient Actions, or on the patient’s profile: Create New Reminder Enter a Name, the Reminder Date, the Branch and the message (or pick a template), then click Create. Tick Send Automatic SMS to send it automatically; the date must be in a future hour.

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📋 Follow up reminders

Open Reminders from the side menu (under CRM if your clinic uses it): Reminders list For each reminder you can:
  • Mark Reminded once you’ve contacted the patient.
  • Send SMS, or open WhatsApp with the message ready.
The list shows today by default. Change the dates to see overdue or upcoming reminders. The badge in the side menu shows today’s reminders that haven’t been marked.
Reminders sent automatically aren’t marked as Reminded. Check the Communications log before calling a patient, so they aren’t contacted twice.