Interpreting the colour display

Recall Manager provides automated, live, real time status information. The data in the graphical display is Live, so as you change recall dates in EXACT, it updates instantly, providing a visual snapshot of your recall effectiveness at any moment:

Because recalls are a critical element to the success of most dental practices, this display can be used as an instant snapshot of business health. Over time you can use it as a dynamic barometer to gauge the effectiveness of your recall policies.

For example, the predominance of red in a screen would be worrying.

RecallManager-PredominanceOfRed

Roll over any graph area for tooltip Effectiveness statistics display:

RecallManager-DisplayScreen1b

Colour		Representing	Good or bad indicator?
	Dark green	Booked: Patients with recalls whose appointments have been booked.	Committed business. This is the best recall status. The more dark green in the display the better.
	Light green	Future: Patients with recalls in the future who do not have appointments.	Still good. Patients remain as likely revenue for the future.
	Light blue	Completed: Patients who completed treatment.	Indicates work done.
	Dark blue	Moved On: Patients with appointments that have been postponed.	Okay. "The appointment did not happen, but we haven't lost them yet; they are still in the system."
	Grey	Inactive: patients who are permanently lost to the Practice.	Lost. There will be no further business from these patients.
	Dark red	Do not recall: whether due to a patient decision or a Provider decision.	Not lost just yet. We will not recall them, but these patients may still choose to come back for further treatment.
	Red	Failures: Patients who failed to be recalled, with no further planned recalls or appointment bookings.	"The life blood of the Practice draining away". These patients were allowed to walk away. NOTE: The Recall Display should not show much red. If the Practice hasn't seen patients for a few years, or if they are otherwise lost to the Practice, they should either be de-activated (grey status), or the Practice should have a marketing drive to bring them back; they should not be left at "red" status.