Bayline/Reminders
Reminders & recalls
Confirmations, cleanings every 6 mo, post-op care, NSF / payment nudges.
Search patients, procedures, settings…⌘K
Reminder & recall cadence
Cleanings get an auto 6-month nudge. Tune timing per provider in the rule editor.
- On booking
Appointment confirmation
Sent immediately after booking, with directions and parking note.
SMSEmail - −24h
24-hour reminder
With pre-visit forms link if any are still missing.
SMS - −2h
2-hour reminder
Same-day nudge, includes copay estimate when available.
SMS - +6 months
6-month cleaning recall
Hygienist auto-reaches every 6 months from last cleaning date.
SMSEmail - +24h post-op
Post-op care
Day-after extractions / surgical procedures · check-in + advice.
SMS - On NSF event
NSF / payment failed
Reminds patient of failed payment, offers update-card link.
SMSEmail
Recent sends
Last 24 hours · failed sends auto-retry on the next cadence
| Patient | Rule | Channel | Sent | Status | Notes |
|---|---|---|---|---|---|
| Jordan Hayes | 24-hour reminder | SMS | Yesterday 10:00 AM | Delivered | — |
| Jordan Hayes | 2-hour reminder | SMS | Today 8:00 AM | Responded | Patient confirmed |
| Naomi Reyes | 24-hour reminder | SMS | Yesterday 9:00 AM | Delivered | — |
| Eli Carter (parent) | 24-hour reminder | Yesterday 9:30 AM | Delivered | — | |
| Walter Pham | 24-hour reminder | SMS | Yesterday 3:30 PM | Failed | Number disconnected · update on file |
| Walter Pham | 2-hour reminder (voice) | Voice | Today 1:30 PM | Queued | — |
| Marco Diaz | Post-op care | SMS | Today 9:00 AM | Delivered | — |
| Lena Yu | 6-month cleaning recall | SMS | Today 8:14 AM | Responded | Booked May 14 |