Recall Effectiveness Detail

Report Description:

This report shows the individual appointment recall events that occurred during the reporting period, giving details of the recall date, status, and the patient, with contact details. It can be run either by drilling down to it from the Recall Effectiveness report (clicking on a particular month), or directly, by running from the MPC > Performance menu.

A separate section is shown for each selected practice, with the following fields:

Patient Details:

 

 

Code

The patient code, for the patient related to this recall.

 

Firstname

The patient first name.

 

Lastname

The patient surname.

 

Inactive

Shows ‘Y’ if the patient has been marked as inactive in EXACT.

Patient’s Providers

 

 

Dentist

The patient’s dentist, given by their provider code.

 

Hygienist

The patient’s hygienist, given by their provider code.

Most Recent Dentist Recall In Period

 

 

Date

The date of the most recent dentist recall for this patient, in the period.

 

Status

The status of this most recent dentist recall. This value is colour coded, see the key for status colour values on the Recall Effectiveness report.

 

Last Seen Provider

The provider code for the last provider that saw the patient for an appointment.

Most Recent Hygienist Recall In Period

These fields are the same as for ‘Most Recent Dentist Recall In Period’, but for hygienist providers rather than dentists.

Patient Contact Numbers

 

 

Home

The patient’s home phone number.

 

Mobile

The patient’s mobile phone number.

 

Work

The patient’s work phone number.

 

Contact preference

The patient’s contact preference – e.g. None, SMS/Mobile.

Number of Contacts

 

 

Phone

How many phone contact messages were made as part of this recall event.

 

Email, SMS, Letter, Easypost Letter, Easypost Card

As for Phone, but the total number of contact messages of those other types that were made for this recall.

 

Total

The total number of patient contact messages made for this recall, which is the total of the other ‘Number of Contacts’ columns.

The status filter can be used to restrict the data shown on this report so that only recalls in the report period with specific statuses are shown. For example, the status filter can be set to show only ‘Failed’ recalls. This filter allows multiple selections, so several different status values can be chosen.

Report Parameters:

Date range

Defines the reporting period.

Practices

Allows selection of all or specific practices within the practice group.

Statuses

Allow selection of all or specific recall status values.

See also...

Performance Reports

Appointment Diary

Appointments Analysis

Appointments By Payor Type

Forward Cover

Forward Cover Detail

Fail To Attend

Cancellations

Recall Effectiveness

New Patients Created Analysis

New Patients Summary

Active Patients Report

Active Patients In Period

Gross Revenue and Waiting Time

Gross Revenue By Payor Type

Waiting Time Report

New and Transitioned Patients

Next >>

New Patients Created Analysis