The "Collect Mobile" prompt:
Depending on configuration, EXACT may populate the Departure Task List with a prompt to ask for Mobile number:
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:
This checkbox can be edited in the same manner in the Patient File and in the Contact Details dialogue.
EXACT will prompt to Collect Mobile number |
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EXACT will prompt to Collect Mobile number |
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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:
In the Patient Retention Workflow Wizard: