Workaround: To send ONLY a Hygienist recall link to a Patient

Workaround: This is a workaround for an issue where a practice tries to send a patient an online booking URL for just a Hygienist booking, but the patient receives a URL for Hygienist plus Dentist booking.

PLEASE NOTE:

- The eMail/SMS Template must contain the [Recall.URL] Merge field.

- You cannot use Administration>Manage Recalls - this list will always send a URL for booking DENTIST and HYG Recall appointment if there are dates set in both fields on the Patients Recall Tab.

To send ONLY a Hygienists Recall URL link to a Patient for booking an appointment via the Online Recalls system

1. Open Administration > Contact Lists.
2. Click the Create List Button to display the Create Contact List screen:

   

3. From the Select Patients List, choose Recall List HYG.
4. Type a description for the List. For example, HYG-Only Recalls.
5. Tick Use list for appointment booking.

   

6. Click OK to display the Patient Query screen, where you can specify the parameters for: Without an Appointment within x period, and the Recall Period:

   

7. Click OK, then click YES to confirm:

   

8. Then Tick “Hygiene Recall ONLY and click OK:

   

9. On the Next screen you have an option to choose whether or not to update patient recalls on the Recall List as they are marked as Complete. If (like most practices) you are setting your Recall Dates in surgery following the patients appointment, leave this Un-checked:

   

10. Click OK to run the List, and then you’ll see the Result Screen:

    

11. Click OK to see the List of Patients who fit the Criteria.
12. From the list of patients, either generate a Single eMail/SMS message for the Patient you have highlighted, or choose Multiple eMails/SMS's.

    Multiple eMails/SMS reminders are then generated to be sent to All Patients on the list. These include only a Hygiene Recall URL Link within the message, for patients to book their Appointment via the Online Recall System - Even if they have both a Dentist and a Hygienist Recall set in their Patient File.

To send an Email directly from the Patient File

If you send an eMail directly from the Patient File you will see this Screen:

You can then again choose either Dentist Recall, Hygiene Recall, or both.

PLEASE NOTE:

- The eMail/SMS Template must contain the [Recall.URL] Merge field.

- You cannot use Administration>Manage Recalls - this list will always send a URL for booking DENTIST and HYG Recall appointment if there are dates set in both fields on the Patients Recall Tab.