Reducing automated "Collect Mobile" prompts

The "Collect Mobile" prompt:

Depending on configuration, EXACT may populate the Departure Task List with a prompt to ask for Mobile number:

MobilePromptV11.3

Configuration that determines Collect Mobile prompt:

EXACT looks to two places for guidelines on prompting for Mobile numbers:

1. The Patient Retention Workflow Wizard

This configuration applies to all patients (whether to prompt for Mobile number, and whether to prompt only a certain age range for Mobile number).

2. The Patient File

This is to determine if a departing patient has a Mobile number registered with the dental practice, with that number checked (ticked) for SMS messaging: SMSMobileTicked-textline

This checkbox can be edited in the same manner in the Patient File and in the Contact Details dialogue.

Blank1

EXACT will prompt to Collect Mobile number

Blank2

EXACT will prompt to Collect Mobile number

Non-blank

EXACT will not prompt to Collect Mobile number

To reduce automated "Collect Mobile" prompts in the Departure Task List

In the Contact Details dialogue:

Click the Prompt in 12 months button:

DepTaskList-SMSTick

In the Patient Retention Workflow Wizard:

PatientRetentionWizard-MobileOptions

See also...

Receptionist tasks on patient departure

Using the Departure Task List

Marking an appointment as Completed

One failure reason for multiple appointments on one day

Adding Departure List appointments to Short Notice List (v11.3)

Scheduling Planned Treatment Appointments from Departure

Facilitating patient online booking of planned treatment

Scheduling Recall appointments from Departure

Processing Custom Tasks from Departure

Processing Payments from Departure

Recording Patient Details from Departure

Collecting Contact Consent from Departure

Next >>

Marking an appointment as Completed