Create a Lapsed Recall Batch

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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)

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

    6. Click CREATE BATCH

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