Recalls Due area

This is an area in the Recalls Tab in the Patient Area.

It presents a summary of recalls that are due, in the form of hyperlinks, differentiated into Dentist and Hygienist. These hyperlinks provide information on

Following the hyperlink is a booking status (Booked with.... or Not Booked)

This summary relates to the Recalls Prompt

This information relates to the Recalls Prompt that Providers complete when finalising treatment.

For example:

Notice that this screen displays slightly different information (identified in red text) to the Recalls Due area - these are suggestions from EXACT, based on TF's latest treatment:

• EXACT suggests that the Dentist be been changed from AMJ (in the Recalls Due area) to TF.
• EXACT suggests that the recall date be Moved On, from 15/07/2014 (in the Recalls Due area) to the new 24/07/2015.
• EXACT also states that "The Recall is overdue and TF completed a service today."
• EXACT has no suggestions for the Hygienist Recall because today was a Dentist treatment only; hence the statement "The recall is overdue and services were completed today by TF but they are not associated with this recall type.".

To edit these suggestions the Dentist clicks the Dentist Recall hyperlink, for an Edit Recall Detail screen.

To reject these changes, the Dentist selects the button.

To accept the details in the screen, the Dentist simply clicks OK. The recalls Due area will then immediately update with the saved information from the recalls prompt screen.

Editing the EXACT recalls prompt suggestions

When a Provider completes a treatment, EXACT prompts for confirmation of Recall details for that particular patient. The Provider can reject or edit suggestions before confirming the recall details.

Changes:

• From EXACT version 11, the Recall Prompt is constrained:
  • Only Providers with the appropriate setting in the Recall Manager configuration see the Recall Prompt.
  • Receptionists do not see the Recall Prompt.
  • The Recall Prompt only displays when EXACT calculates that some patient recall parameter needs to change, in which case it identifies suggested changes in red text.
• From EXACT version 11.3 SP6, the recall prompt allows Providers to either reject EXACT suggested recall updates: , or re-instate them after rejection::

  

To set the Recalls based on EXACT suggestions

1. When Providers with the appropriate settings finalise a treatment, they are prompted for patient recalls.

   For example:

   

   The words in red text are suggestions from EXACT, following the treatment that the Provider is now completing.

   

   There are three possible actions to perform with the screen:

   • Edit the suggested changes by means of the blue hyperlinks.
   • Reject the suggested changes by means of the button.
   • When the recall details are correct, click the OK button.
2. To reject these changes, select the button and then click OK. Note that once you reject the changes, the button toggles to , which you can click to reinstate the suggested changes that you rejected.
3. To edit these recall details, click the blue Recall hyperlink/s, for an Edit Recall Detail screen, change the fields, then click the Update button:

   

4. To accept these suggestions and / or any edits that you made, simply click OK.

   The information will then be updated in the Recalls Due area in the Patient's Recalls Tab.

   See also: Patients Recalls Tab

Other:

If you set the recall to Do not recall patient...

... then the recall details screen will include both toggle buttons, enabling you to either reject suggestions or reinstate the previous suggestions: