Setup CDBS Items to Trigger Recall

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The Update Recall Date window can be triggered by either all or specific items. The only time the window will not appear is if a patient's recall type is set to >none< on their file.

If currently triggering a recall update by specific items, its possible to add CDBS items to the trigger. 

 

Manual Recalls

  1. Click the navigation menu >  Debtors & Marketing > Mail Merge Setup page

  2. Select the recall reminder

    1. Items which execution date is shown in the column: Add the relevant CDBS items to show the last exam scale and clean for CDBS patients on the Recalls tab

    2. Recall Trigger Items: Add the CDBS items to trigger a recall update. Keep the existing ADA items.
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  1. Repeat the steps for all other Recall Reminders 

Automated Recalls

Do not change any other Recall Automation settings without consulting with support@centaursoftware.com.au

  1. Click the navigation menu > Location Management > Automation page > Recalls sub-tab 

  2. Select the recall reminder

    1. Items which execution date is shown in the column: Add the relevant CDBS items to show the last exam scale and clean for CDBS patients on the Recalls tab
    2. Recall Trigger Items: Add the CDBS items to trigger a recall update. Keep the existing ADA items.

 

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