b. Recall: due for an eye exam
Works out who is due (yearly for kids and 65+, every 2 years for adults, yearly with the diabetes flag) and invites them, so the optometrist stays busy and eyewear sells.
Patient
4 →
BooksOnline booking link, a call, or replies BOOK.
You and your staff
5 →
Fill open slotsThe call list on Today: due patients with nothing booked.
Store system (this PC)
1 →
Daily at 9am: who's dueFrom last exam date, age and flags. Rules are in config.
2 →
Invite 14 days beforeEmail + text with the booking link. One follow-up after 21 days. Never if already booked.
3 →
Consent checkExpress consent, or a purchase or exam in the last 2 years (CASL). Otherwise blocked and listed.
CASL
6
Counts the resultA booking within 30 days of an invite counts for it. Exam done → next due date set.
Good to know
- Messages never say why someone is due. The diabetes flag stays in the encrypted file.
- Children and seniors get a general OHIP line; nothing promises coverage.