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userguide:recall
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userguide:recall [09:43 Aug 28, 2019] mattv |
userguide:recall [11:33 Jun 7, 2024] (current) mattv |
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| ===== Recall Report ===== | ===== Recall Report ===== | ||
| - | {{ : | + | {{ : |
| - | 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. | + | 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 time frames 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. \\ |
| + | |||
| + | 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/ | ||
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| + | **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' | ||
| + | |||
| + | **Phone Numbers are pulled in the following order: | ||
| + | - Cell Number | ||
| + | - Home Number | ||
| + | - No Home/No Cell = NO CELL (from on your Morning Huddle Report) | ||
| + | |||
| + | //**These are the time frames of due dates that will be included:**// | ||
| * Coming due next week | * Coming due next week | ||
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| * Overdue by 72 weeks | * Overdue by 72 weeks | ||
| - | {{ :logo:logo.png |}} | + | ---- |
| + | {{ :logo:divergent_logo_rectangle.png?300 |}} | ||
userguide/recall.1567003432.txt.gz · Last modified: 09:43 Aug 28, 2019 by mattv
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