Include Patients Who Have Appointments Booked For Another Recall Set

Follow

With Recalls (both Manual and Automation), patients who have appointments within a defined number of days are excluded from the batch. By default, this excludes patients with any kind of appointment.

Patients can be included in the Recall batch if they have an appointment that is NOT a regular Scale and Clean appointment (eg Fillings)

Enable Feature

Manual Recalls

  1. Click the navigation menu > Debtors and Marketing > Recalls page

  2. Place a tick in Include patients who have appointments booked for another Recall Set
    mceclip0.png

Automation Recalls

  1. Click the navigation menu > Location Management > Automation page

  2. Recalls tab

  3. Select the Recall Set

    1. Place a tick in Include patients who have appointments booked for another Recall Setmceclip1.png

Assigning the Recall Set to an Appointment

Once the feature is enabled, the Recall Set of appointments need to be set.

  1. Click the navigation menu > Appointments

  2. Create an appointment for a patient

  3. Select the Recall Set from the drop list

    mceclip2.png

    1. Select None if the appointment is NOT a regular Scale and Clean appointment. The patient will be included in the Recall batch.

    2. Select the Recall Set if the appointment IS a regular Scale and Clean appointment

      1. If using Manual Recalls select Manual (or Set 1.)

      2. If using Automation Recalls select Automated Recalls)

    3. The patient will NOT be included in the Recall batch.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.