--- title: "A Due-Date Board for Bringing Patients Back on Time: How Horizon Works" url: https://curaverto.com/blog/follow-up-due-date-board-horizon-clinic-india updated: 2026-09-14 source: first-party vendor documentation --- # A Due-Date Board for Bringing Patients Back on Time: How Horizon Works Category: Practice Management · Author: Anexshe Revedha, Cofounder & COO · Reading time: 6 min read Most missed follow-ups are not decisions by the patient. The date lived in a register, a Rx note or someone's memory, and nobody looked at it in time. CuraVerto's Horizon board gathers due dates from across the clinic into one view. This post explains what it lists, how automatic sending is separate, and which plan each part belongs to. A patient who does not come back for the second dose, the next antenatal visit or the six-month dental check is rarely a patient who decided to skip it. More often the due date existed in one place, a vaccination card, a treatment plan, a storage agreement, and no one was looking at that place on the day it mattered. A due-date board tries to fix that by putting every upcoming date, from every part of the clinic, on one screen that someone checks. ## What the Horizon board shows CuraVerto's Horizon board is a read-only feed of due-dated items that the signed-in user is allowed to see. Items are banded into four buckets: overdue, due in 0 to 30 days, 31 to 60 days and 61 to 90 days. Each card shows what is due, when, how many days away or overdue it is, and whether anyone has already been told. Where a patient has a phone number, the card gives a call link and a WhatsApp link so staff can act from the board itself. The board reports state and nothing more. It does not rank patients, score them or tell staff what to do. The design intent is that the software assembles the evidence and a person decides. It is also built so that one failing data source does not blank the board, and any source that could not be read is reported as a warning, because an empty board reads as "nothing is due", which is exactly the wrong conclusion to draw from a fault. ## Which due dates it actually tracks This is worth being precise about, because "follow-up board" can be read as "every follow-up date a doctor writes on a prescription". That is not what Horizon does today. It draws from specific sources, and the patient-facing ones are the following. - Vaccination due, from the patient vaccination schedule. - Antenatal visit due. - Dental recall, for clinics with the dental module. - Instalment due, for payment plans. - For IVF clinics: embryo storage renewal, storage consent renewal and sperm storage renewal. Clinic-facing items appear on the same board and are labelled Clinic: pharmacy drug licence and pharmacist registration renewals for clinics with the pharmacy module, IVF cycle clearance validity and embryology stock expiry, sterilisation validity, and staff access expiry. Which of these a user sees depends on their role and on the modules the clinic has. ## Sending is a separate feature from the board The board and automatic sending are two different things in CuraVerto, with different plan checks. The board is a Plus plan feature: the server refuses board and policy requests from a clinic below Plus, not just the menu. Automatic sending has its own feature key, and the entitlement check for it is Pro and above. In practice, the settings that control what gets sent are configured through the Plus-only board, so a clinic should plan around Plus for the whole workflow. Automatic sending is off until a clinic switches it on. An admin or owner enables a source and turns on sending for it, and can set how many days ahead reminders go out. The default ladder is 90, 30, 7 and 0 days before the due date, and out of the box nothing is sent after a date has passed; overdue items are worked from the board by a person unless the clinic adds a negative offset. ## The guardrails on automatic sending - Quiet hours: nothing is sent between 21:00 and 08:00 in the clinic's own time zone. - Consent: a patient who has not consented to WhatsApp reminders, or who is marked not contactable, is skipped, and the suppression is recorded. - One message per patient per run: if a patient has several items due, one is chosen rather than sending a burst. - A per-run cap: each source has a maximum number of sends per run, and the lowest configured cap applies. The default is 50. - No repeats: every send is claimed in a ledger before it goes out, so a rung that already ran is not sent again. - Approved templates only: a source is skipped unless its WhatsApp template is approved by Meta. That last point matters right now. Each reminder uses its own WhatsApp template, and the sender skips a source until that template is approved by Meta. If automatic reminders are the reason you are considering the board, ask for the current status of each template rather than assuming it is live. The board itself does not depend on any template. ## What to expect, and what not to expect A board makes due dates visible; it cannot make a patient come. We are not publishing outcome numbers for it, because a claim about improved return rates would need a measured baseline from a clinic that ran without it first. What a clinic can reasonably expect is a shared, current answer to the question "who is coming due this month" for the sources listed above, and, once the templates are approved and sending is enabled, reminders that follow a fixed ladder with consent and quiet hours respected. For paediatric vaccination in particular, CuraVerto's vaccination tracking post below covers the schedule side in more depth, and the WhatsApp rates post explains how utility reminders are metered from the wallet. ### Related reading - [Paediatric Vaccination Tracking on WhatsApp](https://curaverto.com/blog/paediatric-vaccination-tracking-whatsapp-india) - [WhatsApp Utility vs Marketing Broadcast Rates for Clinics](https://curaverto.com/blog/whatsapp-utility-vs-broadcast-rate-clinic-india) - [Reminders and recall with CuraVerto](https://curaverto.com/solutions/reminders) ## Frequently asked questions ### What is the Horizon board in CuraVerto? Horizon is a read-only due-date board that lists upcoming and overdue items such as vaccinations, antenatal visits, dental recalls, instalments and, for IVF clinics, storage renewals. Items are banded into overdue, 0 to 30, 31 to 60 and 61 to 90 days, and cards give call and WhatsApp links where a phone number exists. ### Which CuraVerto plan includes the Horizon board? CuraVerto's Horizon board is a Plus plan feature at ₹49,999 per year. The server refuses board requests from clinics below Plus, not just the menu. ### Is automatic reminder sending part of the Horizon board? It is a separate feature with its own plan check, which is Pro and above. Because the settings are configured through the Plus-only board, clinics should plan around Plus for the whole workflow. Automatic sending is off until an admin or owner enables it for each source. ### When does Horizon send patient reminders automatically? When sending is enabled for a source, reminders follow a ladder of days before the due date, 90, 30, 7 and 0 by default. Nothing is sent between 21:00 and 08:00 clinic time, patients without WhatsApp reminder consent are skipped, and each patient gets one message per run. ### Does Horizon track every follow-up date a doctor writes on a prescription? No. Horizon draws from specific sources: vaccinations, antenatal visits, dental recalls, instalments, IVF storage renewals, and clinic-side items such as licence and registration renewals. A free-text follow-up date on a prescription is not one of those sources today. --- Canonical: https://curaverto.com/blog/follow-up-due-date-board-horizon-clinic-india Contact: sales@curaverto.com This document is CuraVerto's own description of its product.