Recalls

Recall Utility

1) Whilst on the diary, go to Diary Management > Recalls

2) This brings up our recalls utility, choose the date range you would like to recall patients from and the practitioner type. Once happy click Search for Patient Recalls

(the recall dates can go back up to 1 month and into the future up to 3 months)

3) This brings up the recalls list, it is showing you all the patients that are due for an appointment in the date range you have specified. Simply click the means in which you would like to send your recall in the bottom right (providing your Templates are all set up)

(If you want to send a recall twice to the same person, click the Show Previously Recalled Patients box)

Lapsed Recalls

1) Whilst on the diary, go to Diary Management > Lapsed Recalls

2) This brings up our lapsed recalls utility, choose the date range you would like to recall patients from and the practitioner type. Once happy click Search for Patient Recall

(you can not pick a date in the future with this utility)

3) This brings up the lapsed recalls list, it is showing you all the patients that are due for an appointment in the date range you have specified. Simply click the means in which you would like to send your recall in the bottom right (providing your Templates are all set up)

If any icon in the recalled box is bold, that is saying you have already recalled that patient

You can set it so then it will ignore all of your previously recalled patients by changing the number in the maximum number of previous recalls box