Recalls

Recall Manager

The Recall Manager is a flexible way to handle all of your recall needs in one report. Whether it
is letter, labels or a file to be used by an automated phone system, the Recall Manager handles
everything. Selected by a range of dates you are able to filter by physician, physician group, location,
user, recall category and more. The intelligence also allows you to exclude any patient that has had an
appointment within a given selectable period of time from the recorded recall date. That would mean if the
offset was 1 week, patients who have an appointment scheduled within one week of their recall would not get
the recall letters.

There are many other functions the Recall Manager performs and is formatted in a “live report” manner meaning
patients, schedules and recalls are all available by clicking on them while in the report mode. Users create the
letters generated to the patients on the recall list. This letter, along with the ability to produce mailing
labels or call lists, enables your practice to keep track of patients who are requested to be seen back in the
office on a future date such as 1 year. The purpose of the recall program is to get the patient to call and schedule an
appointment or to have someone in the office contact them to schedule the appointment. Recalls may also be linked with
automated reminder systems that will automatically call your patients.

How to get started with implementing Recalls:

To initiate the process, the practice may wish to run The Patient Inactivity Report to begin loading recalls into the
Patient Demographics.

Set up Recall Categories for the types of Recalls needed for your practice.

Add New Recall Category:

The Front Desk Staff are key to the success of your Recalls. Upon checking the patient out, and an appointment is not
made, the receptionist, can add the recall information into the patient's record for follow-up reminders to make an appointment.

Add a recall to the Patient's Account:

Retrieve the patient's account:

Select Add, to add Recall.

This patient needs to be reminded for Flu Shot 9/3/2014.