Upgrading to a version with Variable Recall Default Values

Upgrading from v12.1 or earlier

The upgrade preserves any default recalls configuration in the practice, so if the practice makes no changes on upgrade the recalls will continue as before the upgrade. And where patients use Provider-customised recall values, these will continue as before the upgrade.

However, because each patient file requires a "Use" or "Don't Use" default recall values setting after upgrade, EXACT follows this policy:

• Where patients use Provider-customised recall values, EXACT keeps the Use Default Recall Values checkbox unchecked, as before the upgrade.
• Where patients already use default recall values, on upgrade EXACT checks the new Use Default Recall Values checkbox:

  

• On upgrade EXACT also checks the Use Default Recall Values checkbox for the following types of patients:
  • Where the patient's recall settings don't exist at all,
  • Where the patient's recall settings are identical to the practice default values at the time of upgrade,
  • Where the patient is set to do not recall.
  • Future new patients.

Consequently, on upgrade, all of the above patient types with the checked box become subject to any updates that the practice later makes to its default recall settings.

When these patients' recalls are advanced, EXACT looks at the recall default settings and at the Overrides at that time, and changes the patients' recalls to match.

When recall changes are activated for patients, Providers are notified at time of treatment that the patient recall is changing, and are able to view the new recall settings.

Practitioners may notice these visible changes to recall configurations: