Recall Manager

RecallManager-Reflect

Automated best practice recall process.

Patient recalls constitute a significant business opportunity for most Practices. Recall Manager is a productivity tool and a patient retention utility that automatically runs monthly recalls, monitors the progress of appointment bookings and measures the effectiveness of the recall strategy. It integrates seamlessly with the SMS and Online Booking modules. It is available from EXACT version 11.

Are you worried that you'll have Recalls chaos if you automate?
Here's how to lay a solid foundation for your Recalls automation...

Are your patient recall dates are in such a chaotic state that you are wary of changing to an automated system? The Support Desk personnel have advanced tools to update your disordered recall dates for all active patients. This will enable you set up and fully utilise the powerful automation capabilities of Recall Manager, SMS and / or EasyPost to recall patients successfully. Please contact your Software of Excellence Liaison or Support Desk for details.



Overview	Purpose Benefits	Features Requirements


Using Workflow, screens and procedures	Open Recall Manager Manage Recalls (main) screen How Providers set the Recall Details Variable Recall Default Values 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 Monitoring Recalls: Graphic display Interpret Recall effectiveness Moved On vs Future Bookings Report Notepad Month View	Appointment Book Recalls Tab Patients Recalls Tab Responding to the Recalls Prompt Recalling patients: Recalling patients automatically Manually running EXACT's automated recalls Manually contacting patients from the Recalls List


Configuring Setting up and customising	Configuring: Recall Parameters screen Configure Recall Type (Dentist or Hygienist) Recall Type Advanced Settings Add/Remove Providers Re-assign Providers Edit the Merge Fields	Automate Recalls: Configuring Automated Recalls Configuring Variable Recall Default Values Use multiple custom recall templates You can simplify by automating Dentists only


Resources Videos, PDFs	Recalls Best Practice: Recalls Masterclass Part 1 Recalls Masterclass Part 2 Recalls Video series (multiple videos): Recall Manager Part 1 - Getting Started Recall Manager Part 2 - Automation Your Recall System Recall Manager: Overview Configuration Recall Automation Statistics interpretation Recalls tab in the Appointment Book Procedures in the Month View User Guide Training Competencies

Primary screens:

Manage Recalls Window (See Monitoring the graphic display and Interpreting the Effectiveness display):

Large Screenshots

Recall Manager Month View window:

Large Screenshots