Annual Eye Exam Recall
Automatically recall patients for annual eye exams — the #1 revenue driver for optometry practices
What This Automation Does
How It Works
11-Month Recall
Custom field last_exam > 11 months
Recall Email
"Time for your annual eye exam! Book: {{link}}"
Recall SMS
"Hi {{first_name}}, annual eye exam time! Book: {{link}}"
Wait 1 Week
Window
Reminder
"Your annual exam is important for your vision: {{link}}"
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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