The Recall Manager is based on the settings you entered for the type of appointments and the recording of recall notices in the Appointment or Patient File screens. The Recall Manager allows users to create specific recall notices for various groups of patients.
Located in the Patient Module, the Recall Manager displays a list of patients to be recalled based on the selection criteria selected by the user.
The left section of the Recall Manager screen determines the selection criteria. The right section permits users to define the recall notices to display based on specific criteria. Users can refine the selection by adding additional Date filters and the number of recalls already sent.
Search / Filter Options
|
Option 1: Allows you to select recalls based on the type of appointment
Option 2: Allows you to restrict the patient list based on the patient request (example do not mail me recalls)
Option 3 Allows you to restrict the list to patients that have not responded to a previous reminder for example.
Option 4: Select the time period of the recalls ( show me only recalls for October)
Option 5 Select only the recalls that have not been answered and that I have sent at least X number of previous recalls to the patient.
Option 6 Select only recalls for a specific provider.
Option 7 Select the patient for a specific office ( only available on the enterprise version of Filopto)
Option 8: Sort the list in a specific order ( if mailing for example sort by postal code to lower mailing cost)
|
The button bar located below the filter choices, permits users to select one or all clients listed and merge the client information into the letter.
To randomly select one or more patients in the patient grid, hold down the Ctrl (control) key on your keyboard and with your mouse, click on each patient to whom you wish to send a letter. You can optionally hold down the Shift key on the keyboard and click on the first and last patient name you wish to select. This action will select everyone between the first and last names selected.
The recall manager supports an unlimited number of custom recall forms that allow the user to pick and choose a different recall form for a specific patient or group of patient. The recall forms can be created and modified by using the Form manager located in the Reports section.
