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
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Click the navigation menu > Debtors & Marketing > Mail Merge Setup page
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Select the recall reminder
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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
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Recall Trigger Items: Add the CDBS items to trigger a recall update. Keep the existing ADA items
- Repeat the steps for all other Recall Reminders
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Automated Recalls
Do not change any other Recall Automation settings without consulting with support@centaursoftware.com.au
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Click the navigation menu > Location Management > Automation page > Recalls sub-tab
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Select the recall reminder
- 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
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Recall Trigger Items: Add the CDBS items to trigger a recall update. Keep the existing ADA items
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