Create a Lapsed Recall Batch

Follow

A batch created of patients appearing in an previous batch who are yet to schedule an appointment.

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

  2. Select a batch that was created in the past (eg 3 months prior)

    1. Select Lapsed patients radio button

    2. Enter the number of days since the batch was created (eg 90 days for a batch created 3 months ago)mceclip1.png

    3. Patients who have NOT made an appointment or returned to the practice will be highlighted in blue
      mceclip3.png
    4. Click OK
      mceclip4.png
    5. Tick Update Type box

    6. Click CREATE BATCHmceclip2.png

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.