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Patient recalls constitute a significant business opportunity for most Practices. With a Provider-Patient relationship already established, and with patient contact details already known, it is possible to automate many recall actions from the EXACT software.
A productivity tool
Recall Manager automates much of the recall effort, freeing personnel resources for other tasks. Once configured for automated recalls, it will continuously recall patients as they become due, using the SMS, Email and / or EasyPost templates that are best suited for each Patient grouping.
From v12.2 recall criteria are customisable per patient grouping by means of Variable Recall Defaults. As patients migrate to or change groups their recall defaults change accordingly. For example as children age they change age-group and their default appointment duration changes accordingly.
A Business tool for retaining patients and filling the Appointment Book
EXACT continuously monitors the progress of appointment booking, and graphically displays the effectiveness of your recall strategy in the Recall Manager interface.
Use this for for monitoring, reporting and improving patient retention, and for facilitating recall bookings.
Practice Managers learn how to judge the state of recalls with just a glance at the graphical display.
A Receptionist tool
Recall Manager integrates into the Appointment Book in the form of a Recalls Tab, providing a means for Receptionists to control recalls and contact patients by means of various media, directly from the Appointment Book interface.
With Recall Manager automation, Receptionists become participant observers rather than drivers of the recall effort.
A Provider tool
Recall Manager integrates into the Patient interface with a simplification of the Recalls tab for Providers.
In Month View, Recall Manager displays all recall records for the month as interactive hyperlinks. Any edited information updates in real time throughout EXACT.