Using multiple custom templates (adding Patient groups)

This facility enables you to use multiple templates for SMS, Email or EasyPost recalls.

For example,

• Send teen templates to Under 19s.
• Send Provider-customised templates to regular patients of each Provider.

The way to achieve this is to create particular Patient Groups and match them to specific recall templates.

So for example, for the Under 19s, 1) create an Under 19s group, 2) create a teen template for SMS, Email and/or EasyPost, and 3) specify that patients who meet the criteria of "under 19" are recalled by means of these teen templates only.

To add a custom patient group and specify particular templates

1. Open Recall Manager either from Administration > Manage Recalls... or from a manually-created shortcut on your task bar:

   

2. Click the Configure Recalls button at the bottom right of the Recall Manager screen:

   

3. Click the Automation button in the Recall Parameters screen:

   

4. The Recall Automation screen displays. All fields in this screen are hyperlinks.

   Click one of the Contact Methods for which you want to customise templates for a group:

   

5. Then select one of the Contact Methods from the Select Contact Methods screen:

   

   The current Select Templates screen displays:

   

   Your aim is to Add another patient group, and specify different templates for that group.

   Note: The group must already exist.

6. Click the Add another patient group hyperlink .
7. Select a patient Group using either the Up/Down arrows or the selector box, and then click OK:

   

8. In the Select Templates screen you will then see a new section, and you may notice that the default group All Patients has now changed to All Other Patients.
   Add template/s where appropriate, keeping in mind that whatever is blank will be ignored:

   

   How EXACT deals with multiple groups / multiple templates: EXACT searches from the top down and acts only upon the first instance of a template type (Dentist, Hygienist, Dentist & Hygienist) that it discovers per Patient. If the Patient belongs to more than one group, it will not send multiples of one template type (it will not for example send two dentist templates; it will only send the first valid dentist template it discovers when moving down the list). Examples, following the above screen: For a Dentist recall, EXACT does not match Belinda, aged 45, in the Under 19s group, but picks up the appropriate DENT-REC1 recall remplate for her in the All Other Patients Group. For a Dentist recall, EXACT picks up the DENT-REC1-U19 recall template for Tim, aged 16, in the Under 19s Group, and looks no further for Dentist recall templates.

9. Repeat the above configuration procedure to add as many patient groups as you require. You may eventually have multiple patient groups:

   

   The ordering of these Patient Groups is very important in determining which templates patients receive.

10. To sort these Patient Groups, select a group and then click the Arrow buttons in the small toolbar that appears:
11. To delete a Patient Group, select a group and then click the Bin button in the small toolbar: