Manually running EXACT's automated recalls

The setup for EXACT's automated recalls includes

• WHEN to contact patients.
• The methods for HOW to contact patients, and which TEMPLATES to use for each method.
• The preferred ORDER of contact methods for patients who do not have a preferred method for contacts (for example, first try SMS, then Email, then posted letter).
• Specific templates for custom patient groups.

EXACT can run this set of recall parameters automatically every day, or a user can manually initiate these recall parameters at will.

Configuration required for manual operation:

Open Recall Manager > Click the Configure Recalls button > Click the Automation button > de-select (un-check) the Run Recalls automatically checkbox:

To manually run EXACT's automated recall parameters

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

   

2. Click the Run Recalls button at bottom right of the screen:

   

3. Take note of the popup message, identifying when last the recalls were run (another user may already have run them). Select Yes to continue:

   

   EXACT then runs the configured recall parameters.

4. (Optional) Locate the current month in the Recall Manager display and watch the statistics change in real time (Live) as EXACT processes the recalls:

   

5. (Optional) double-click to open the month view and watch the status of recall notifications to individual patients. These will appear under the Prior Contacts column as icons representing the recall media:

   

   You can click any icon for details of that particular patient recall.

See also: Automating Recalls | Monitoring Recalls with Recall Manager