If you have patients who have not received their recalls via automation or you would like to send their recalls again, you can do this via Manage Recalls.

• Accessing Recall Management
• Manually sending a Recall
• Printing Recall letters for multiple patients
• Printing labels for multiple patient Recall letters
• Sending email Recalls to multiple patients
• Sending SMS Recalls to multiple patients

Accessing Recall Management

1. Administration - Manage Recalls.
2. This will display the Manage Recalls screen showing your recall overview.

Manually sending a Recall

1. Double click the month you wish to action.
   
2. The Month View will open with details of recall patients.
   
3. In the bottom right are the options for sending communications to multiple patients
   
4. You have the option of letter, label, email or SMS. It will send to whichever patients you have on screen as done via the Filter option but will give you the option to filter the list further.

Printing Recall letters for multiple patients

1. Click on the print letters for patient recalls option.
   
2. The letters will be generated for everyone on the recall list, if filtered, this will be within the filtered range. When choosing the letter contact method you can filter the list further by using a Patient List search.
   Leaving this blank will not filter it any further.
   or if you are selecting a search, click OK when selected.
3. This will display the Document Details window.
   
4. Select the template you wish to use and click on Print or send via our EasyPost service click on the EasyPost button.

Printing labels for multiple patient Recall letters

1. Click on the print labels for patient recalls option.
   
2. The labels will be generated for everyone on the recall list, if filtered, this will be within the filtered range. When choosing the label method you can filter the list further by using a Patient List search.
   Leaving this blank will not filter it any further.
   or if you are selecting a search, click OK when selected.
3. This will display the Label Details window.
   
4. Select the template you wish to use and click on Print to start printing the labels.

Sending email Recalls to multiple patients

1. Click on the send email for patient recalls button.
   
2. The emails will be generated for everyone on the recall list, if filtered, this will be within the filtered range. When choosing the email method you can filter the list further by using a Patient List search.
   Leaving this blank will not filter it any further.
   or if you are selecting a search, click OK when selected.
3. This will display the Email Details screen.
   
4. Complete the appropriate fields.
5. Choose an Email template by means of the selection button.
6. Document attachment options are greyed out unless you first check the Attach Document checkbox. Click any document attachment to see a preview at right.
7. Click OK to advance to the Create Email screen.
   
8. This will preview the email before making the final decision to send by clicking on the send button.

Sending SMS Recalls to multiple patients

1. Click on the send SMS for patient recalls button.

   

2. The SMS will be generated for everyone on the recall list, if filtered, this will be within the filtered range. When choosing the SMS method you can filter the list further by using a Patient List search.
   Leaving this blank will not filter it any further.
   or if you are selecting a search, click OK when selected.
3. This will display the Stagger SMS screen.
   
4. Choose either to Send all SMS straight away or choose to stagger them and then set the delivery times using the +1 option.
   You can set how often a message is sent and EXACT will calculate based on those entries when the last SMS will be delivered.
   Once you are happy with stagger options click OK.
   

   Tip: This option is designed not to cause a high unmanageable volume of patients calling in once the messages are sent.

5. Complete the appropriate fields.
   Choose an SMS template by means of the selection button/s.
   

6. Click OK to advance to the Create SMS screen.
   

7. This will preview the SMS before making the final decision to send by clicking on the OK button.