Automated recalls by means of EasyPost is one of the most powerful utilities available in the EXACT toolset. With this strategy you use EasyPost letters as the contact medium with patients.
NOTE: Practices without Recall Automation can still output Recall Letters/Postcards via EasyPost by simply clicking the EasyPost Button.
To set up EasyPost with Recall Automation
Select Administration > Manage Recalls.
Click the Configure Recalls button:
The Recall Parameters Screen displays:
Click the Automation button and set up the automatic sending of recalls as described in Automating Recalls.
To utilise Recall Automation, the practice must have the Run Recalls Automatically checkbox checked / ticked.
(If this checkbox is not checked, users need to manually click the Run Recalls button in the Manage Recalls screen)
With Run Recalls Automatically checked / ticked, you can setup contact methods for the various periods where Recalls are due. Contact methods can now be setup as SMS, Email and EasyPost.
To set contact methods for each recall period, simply click the Add Contact Methods hyperlink:
You will be presented with the following screen, where you can choose the order of contact methods, and Edit theEasyPost selection to select the templates:
Once Recall Automation is enabled, and contact methods for the past/present and future are set, the EasyPost letters will be outputted automatically each day at a set time.
