If a patient has not received a recall via automation or we want to send them another recall then we can do that via the Manage Recalls section.

To monitor recall effectiveness go to Administration->Manage Recalls

This will display the Manage Recalls screen showing your recall overview.

Double click the month you wish to action.

The Month View displays the details of its recall patients.

On the right hand side shows the Available Contact  The icons in the Month View screen are interactive, so you can at any time click a contact method for a particular patient.

Email

To send an email for one patient from the month recall screen.
Click the email icon for that patient and complete the fields.
Click Ok to send the SMS.

SMS

To send an SMS for one patient from the month recall screen.
Click the SMS icon for that patient, complete fields for the SMS tab.
Click Ok to send the SMS.

Print Letters or Easypost for Multiple Patients

1. When viewing a recall month, select the print icon in the bottom right corner

2. Click "OK" to the Select patient screen or add in a query to filter down the patients that you will be contacting (i.e Age, certain providers patients. See Creating a Contact List)

3. Select a letter template then select either Print Or Easypost.

Print Letters or Easypost for Individual Patients

To print a recall letter for one patient from the month view screen
Click the Print Letter icon, complete fields for the Letter tab and the Label tab:

Optionally Display before clicking the Print button.

You can at any time check the Prior Contacts column to confirm that a letter was printed:

Phone

This can be done for a number of icons, including Home Phone, Business Phone and Mobile Phone.

To phone a single patient from the Month View screen

1. Click the Phone icon for that patient.

2. Optionally type a Description for records purposes.

3. Optionally type contact notes.

4. If you have the CTI module installed, click for digital dialling:

   

5. You can at any time click the equivalent phone icon that appears in the Prior Contacts column to see all details of the call.

Any recalls sent via this method will add an icon to the Prior Contacts Column for that patient.