Manually contacting just one recall patient

The icons in the Month View screen are interactive, so you can at any time click a contact method for a particular patient.

Example: Printing a recall letter for one patient:

To print a recall letter for one patient from the month view screen

Click the Print Letter icon for that patient, complete fields for the Letter tab and the Label tab:

Optionally Display before clicking the Print button.

You can at any time check the Prior Contacts column to confirm that a letter was printed:

Example: Phoning one patient

To phone a single patient from the Month View screen

1. Click the Phone icon for that patient.
2. Optionally type a Description for records purposes.
3. Optionally type contact notes.
4. If you have the CTI module installed, click for digital dialling:

   

5. You can at any time click the equivalent phone icon that appears in the Prior Contacts column to see all details of the call.