Manually recalling Patients

For detailed information on recalls see the Recall Manager.

Your Practice may not necessarily be fully automated for recalls, in which case you need to manually recall patients.

To manually recall Patients

1. Go to Administration > Manage Recalls.

   EXACT will automatically detect if there is an outstanding list to run, and display the list for you.

   A message will display for each of the months in the specified period, informing you how many patients met the recall parameters.

   The main screen displays figures and a colour graphical display per month:

   

2. (Optional, if instructions have been typed) Click the My Recalls Procedure button to view custom instructions on what to do next:

   

   Example of a 'My Recalls Procedure':
   

3. Double-click a line (month) in the Recall Lists screen to display its entries and Contact options:

   

   The Month View displays the details of its recall patients.

   ! You can optionally filter the list and then perform bulk actions on the resulting patients.

   

   This screen has all of the tools that you need to contact the listed patients.

   	Hyperlinks	Note: all line entries in this screen are hyperlinks. The functionality is the same as for the Appointment Book Recalls Tab.
   	Month Selector	Use this to change the month.
   	Column headers	The default sort order is Last Name, alphabetical. Click a column header to sort the list by that parameter.
   	First Name / Last Name	Click a First or Last name to open the Patient Information tab. You can then edit any Patient fields that need updating.
   	Dates	These are the Recall dates. Coloured icons represent the same colour recall statuses as for the Effectiveness Tooltip display. Click any of these dates for editable information for the recall. If you edit these fields and click Update, it will immediately update the display.
   		Prior contacts with patients are recorded as icons in the Prior Contacts Column. Click a Prior Contact icon to display details of the contact.
   		Click any of these hyperlinks to display a contact screen from which to contact the patient. A small star behind the icon indicates the preferred method of contact.
   		Home Address. Recall is by letter
   		Business phone
   		Home phone
   		Home phone, SMS
   		Mobile phone
   		Mobile phone, SMS
   		Email

4. You can manually contact patients by any of the means described above or simply use the recall list as a phone list and contact the patient by phone. Alternatively, you can utilise EXACT's significant automation capabilities and have your software perform all recall communications and bookings.

SEE ALSO: Recall Manager