Benefits of Recall Manager

Stop losing patients

Many dental practices fail to recall their patients for return business. Recall Manager either fully automates recalls, or enables practices to manually run their recalls in order to optimise the returning-patient business opportunity.

Automation

EXACT can be configured to automate the patient recall process. It integrates so effectively with other automated functions such as SMS Replies and Online Bookings that Receptionists often watch in amazement as recalls go out to patients, patients respond, and the Appointment Book continuously ticks over.

Variable Recall Defaults

The practice can benefit from different recall defaults for different groups of patients. For example, children by default have a shorter appointment time than PRIVATE adults. Recall intervals and lengths can then automatically change for patients as their circumstances change, such as when they become eligible for a new age group or when they move to a new Payor (For Australia the groups include Healthfund, which will help sites comply with their health fund requirements.)

This strategy is explained in Variable Recall Default Values, and it brings its own subset of benefits:

• Flexible recall settings.
• Greater automation. For example, recall settings now automatically change when patient parameters change, such as when patients turn 18 or when they are assigned to a different Provider.
• It is possible to change patient recall values by changing group membership configuration - by means of the Overrides your practice can easily update an entire group of patients to a new recall setting - for example if the practice policy changes a standard 30 minute recall slot to a 20 minute slot.
• Choose any service as the recall default, even if the service has been elsewhere set up with no defined length.
• Multiple Providers can book the same recall service but with appointment lengths customised for each Provider.
• The recall services are now primarily configured in the recall configuration rather than in the services setup.

Free up Reception personnel

In busy practices Receptionists often put in constant effort to keep the recalls rolling in. If configured appropriately, Recall Manager has the potential to completely automate this effort, freeing personnel for other work.

Increased efficiency and profitability

Recall Manager increases chair utilisation and efficiency, driving further profit.

Even spread of patient contacts

With EXACT recalling due patients daily, the recall communications (SMS, Email, EasyPost) are spread evenly, with no bulk impact on a Practice.

Run the recalls manually, if required

A Practice can also opt to manually run recalls for configured recall actions. This has the same effect as automated recalls.

Measure and improve Recall strategies

Recall strategies are measurable, so they can be monitored for effectiveness and progressively improved.

The graphical display facilitates understanding

With a glance at the display, an experienced user can instantly grasp the recall strategy effectiveness of a Practice. For example, red equates to "bleeding", so a lot of red in the display indicates a problem with the recall strategy.

Real time display keeps you updated

The Recall Manager display is real time (Live), so users can monitor statistical and graphical changes in the display.

Recall Manager is included within the EXACT software

Recall Manager is included within the EXACT software from version 11 so it does not require separate registration.

Simpler than previous recall software

It simplifies the recall functionality of earlier software, and combines it into one interface.