Automating Recalls

See also: Recall Automation

Overview

EXACT can be configured to automatically send recalls by SMS, Email and / or EasyPost.

You can either send a default recall template to all patients or customise recall templates to match custom groups of patients.

You can configure EXACT to automatically run recalls every day, or specify that recalls will only be run manually from the Manage Recalls screen.

You can also simplify the recalls automation setup by not using Hygienists in automated recalls.

To open the Recall Automation screen

1. Open the Recall Manager.
2. Click the Configure Recalls button:

   

3. From the Recall Parameters Screen, click the Automation button.

To configure EXACT to automatically run recalls every day

To configure EXACT so that recalls can only be run manually from the Manage Recalls screen

To configure EXACT to either include or exclude Hygienists in automated recalls

This is de-selected by default because the majority of practices do not send Hygienist recalls.

SEE ALSO: Recall Automation