Variable Recall Default Values

Variable Recall Default Values are an optional feature from EXACT v12.2 onwards. On upgrade your recalls will work exactly as before unless you reconfigure them.

Recall Manager historically had a single default appointment service, length and recall interval for each recall type, and this was applied to all New patients.

From EXACT v12.2 the recall defaults can be flexibly overridden so that the appointment service, length and recall interval vary depending on patient Age, Payor, and Provider.

This is achieved by means of Overrides - unique patient groups with custom recall parameters that override the default recall values.

This feature enables flexible recall settings, greater automation, and easy recall changes by group rather than individual patient

See also:

Overview and Benefits

Upgrading to a version with Variable Recall Default Values

Recall Prioritisation with Variable Recall Default Values

Using Variable Recall Default Values

Error messages and prompts for Variable Recall Default Values

Configuring Variable Recall Defaults

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More on this topic...

Overview of Variable Recall Default Values

Upgrading to a version with Variable Recall Default Values

Recall Prioritisation with Variable Recall Default Values

Using Variable Recalls

Error messages and prompts for Variable Recalls

See also...

Using Recall Manager

Opening Recall Manager

Manage Recalls (main) screen

How Providers set the Recall Details

Monitoring recall effectiveness

Recall Manager Month View

Appointment Book Recalls Tab

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Overview of Variable Recall Default Values