Report Description:
This report is shows metrics related to the monitoring of appointment recalls, with a monthly breakdown of the data within the reporting period.
It is similar in content and layout to the EXACT ‘Manage Recalls’ screen.
The first section of the report shows a summary, consisting of data totalled from all of the selected practices.
Subsequent sections show data for each selected practice.
The fields for each section are as follows:
Year |
The calendar year within which the recall is due. |
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Month |
The calendar month within which the recall is due. |
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Total Recalls |
The total number of appointment recalls due in this month (both dentist and hygienist recalls), less those that have status Inactive or Do Not Recall occurring during this month. |
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Total Success |
The total number of appointment recalls with status Booked or Completed occurring during this month. |
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Total Success (%) |
Total Success / Total Recalls. |
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Dentist |
As Total Recalls, but only for Dentist recalls. |
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Dentist Success |
As Total Success, but only for Dentist recalls. |
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Dentist Success (%) |
As Total Success (%), but only for Dentist recalls. |
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Hygienist |
As Total Recalls, but only for Hygienist recalls. |
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Hygienist Success |
As Total Success, but only for Hygienist recalls. |
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Hygienist Success (%) |
As Total Success (%), but only for Hygienist recalls. |
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Effectiveness |
This coloured bar is divided into different colours which represent the appointment recalls with different statuses occurring during this month. The colour coding key is shown at the top of the report. The length of the bar represents the Total Recalls value; the length of each coloured section represents the number of recalls with that particular status. For example, a long red component of the bar indicates a large number of Failed recalls. |
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Inactive, Do Not Recall, Completed, Moved On, Booked, Failed, Future |
The number of appointment recalls in the month that have the specified statuses. |
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Clicking on a row in the ‘Month’ column will open the Recall Effectiveness Detail report in a new browser window, to view the detail behind the recall totals for this month.
If the payor type parameter is set to something other than ‘All Payor Types’, then only recalls relating to patients associated with that payor type will be shown in the report.
Report Parameters:
Payor Type |
All payor types, or NHS (UK) or Private can be selected. This filters on the patient’s payor (as set in the EXACT patient details screen) |
Date range |
Defines the reporting period |
Practices |
allows selection of all or specific practices within the practice group |
Dentist |
allow selection of all or specific dentists (providers) |