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--- userguide:recall [12:07 Aug 16, 2019]
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+++ userguide:recall [11:33 Jun 7, 2024] (current)
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 ===== Recall Report =====
-{{ :screenshots:samplereport:samplereport:2019-08-16_12_03_19-sample_reportsrecall.png |}}
+{{ :screenshots:samplereport:samplereport:recallfull.png |}}
-The recall report gives your front desk an easy way to know who they should be calling to schedule their next recall appointments. The report is sent every Monday morning and is designed to complement any type of automated reminders you are already using. Some patients are more likely to schedule an appointment with a personal call from a real person that an automatically-generated digital message. The report finds active patients who are either coming due for their recall or overdue for. You’ll quickly see the patient’s info along with what type of recall they are due for, their due date, and the last time they were seen for recall.
+The recall report gives your front desk powerful tool to know who they should be calling to schedule their next recall appointments. You'll receive this report every Monday morning. \\
-//These are the timeframes of due dates that will be included://
+This report is designed to complement any type of automated reminders you are already using. Some patients are more likely to schedule an appointment with a personal call from a real person that an automatically-generated digital message. \\
-Coming due next week
+The Recall Report finds active patients who are either //coming due// for their recall or are //overdue for// their recall. You’ll see the patient’s info along with what type of recall they are due for, their due date, and the last time they were seen for recall. Phone numbers being transferred on this report are sorted by priority. That priority is Cellular/Mobile if present, then Home phone. Call these patients and get them onto your schedule. Chances are, they may have treatment to complete as well.\\
-Overdue by six weeks
+**Due Date** = the Recall Due Date in the Recall Setup within your practice management software. \\
+**PrevDate** = is their last previously scheduled appointment date, not necessarily a recall date, but the date of that patient's most recent appointment.
-Overdue by 16 weeks
+**Phone Numbers are pulled in the following order:\\**
+  - Cell Number
+  - Home Number
+  - No Home/No Cell = NO CELL (from on your Morning Huddle Report)
-Overdue by 32 weeks
+//**These are the time frames of due dates that will be included:**//
-Overdue by 48 weeks
+  * Coming due next week
+  * Overdue by six weeks
+  * Overdue by 16 weeks
+  * Overdue by 32 weeks
+  * Overdue by 48 weeks
+  * Overdue by 72 weeks
-Overdue by 72 weeks
+----
+{{ :logo:divergent_logo_rectangle.png?300 |}}

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