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Purpose

Patient recalls constitute a significant business opportunity for most Practices. With a Provider-Patient relationship already established, and with patient contact details already known, it is possible to automate many recall actions from the EXACT software.

A productivity tool

Recall Manager automates much of the recall effort, freeing personnel resources for other tasks. Once configured for automated recalls, it will continuously recall patients as they become due, using the SMS, Email and / or EasyPost templates that are best suited for each Patient grouping.

From v12.2 recall criteria are customisable per patient grouping by means of Variable Recall Defaults. As patients migrate to or change groups their recall defaults change accordingly. For example as children age they change age-group and their default appointment duration changes accordingly.

A Business tool for retaining patients and filling the Appointment Book

EXACT continuously monitors the progress of appointment booking, and graphically displays the effectiveness of your recall strategy in the Recall Manager interface.

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Practice Managers learn how to judge the state of recalls with just a glance at the graphical display.

A Receptionist tool

Recall Manager integrates into the Appointment Book in the form of a Recalls Tab, providing a means for Receptionists to control recalls and contact patients by means of various media, directly from the Appointment Book interface.

With Recall Manager automation, Receptionists become participant observers rather than drivers of the recall effort.

A Provider tool

Recall Manager integrates into the Patient interface with a simplification of the Recalls tab for Providers.

In Month View, Recall Manager displays all recall records for the month as interactive hyperlinks. Any edited information updates in real time throughout EXACT.

Features

Automate your recalls

Automate the recalls so that EXACT tracks every patient in the system and continuously recalls patients as they become due, using the best or preferred recall methods per patient. If well configured this recall strategy requires no practitioner inputs!

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Optionally use Variable Recall Defaults where recall criteria are customisable per patient grouping, and as patients migrate to or change groups their recall defaults change accordingly. For example as children age they change age-group and their default appointment duration changes accordingly. This is made possible by "Override Groups" - unique groupings of patient for whom custom recall parameters apply:

Customise an automated multiple-action recall strategy

You can setup multiple sequential automated recall actions that EXACT will implement based on a daily calculation of due appointments. For example:

• An action to recall all those due appointments next month,
• An action to recall all those who evaded recall last month, and are due appointments this month,
• An action to recall all those who evaded the first and second recalls, and were due appointments last month.
• An action to recall all those who have repeatedly evaded recall attempts, and were due an appointment 6 months ago.
• An action to notify serial recall-evaders that the Practice will stop issuing them recalls unless notified otherwise.

Choice of default and custom-created templates

Customise recall templates per recall method (SMS, Email, EasyPost), and configure EXACT to send specific templates to specific groups of people. For example, automatically send

• A custom Teen Email template to Under 19s.
• A custom JJ SMS template to dentist John Jones' patients.
• A custom Male EasyPost card template to male patients and a Female EasyPost card template to female patients.
• A custom Reassuring Email template to patients with a history of dentist phobia.

Recall Success Percentages

From EXACT version 11.3 SP5 Success columns are included in the graphical display:

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So if a practice has 100 Total Recalls in a month and only 10 patients actually book or complete their recall appointment, Success is 10/100 = 10%.

Manual recalls

You can opt to manually run the configured recall actions at times that best suit the Practice. This will run the recalls configuration in the same way as if an automated scheduled recall event had just triggered.

Automated, live, real time information

The data in the graphical display is Live, always compiled, and always up to date, and as you change parameters such as recall dates in EXACT, it updates instantly, providing a visual snapshot of your recall effectiveness at any moment

Graphical display

Graphing facilitates instant comparisons and maximises the readability of statistics:

Track the status of recall media

From the EXACT interface you can watch the recalls go out and track them by means of status indicators on the screen.

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Month View

This displays all recall records for the month, where each information record is a hyperlink, providing direct access to editable content.

Recalls Tab

Receptionists monitor and control recalls directly in the Appointment Book by means of a Recalls Tab on the Activity Bar:

Recalls Outbox

A Recalls Outbox contains a single list of all recall contacts who have not been actioned:

Audit trail for patient recall contacts

All communications are recorded in a Patient file Contacts tab, where you can see a history of contacts for each patient:

Recall Statuses

"Recall Statuses" are explained by means of a colour key in the Manage Recalls tooltip:

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• Recalls that were postponed after the recall date passed without the patient having an appointment are referred to as Moved On.
• Recalls that have been set to no recall, or where the patient has been set to inactive are referred to as No Recall.

Optionally assign Therapists to Hygienist Recall Type

In earlier software versions, Therapists were assigned the Dentist Recall Type. From version 11, you can re-assign Providers for Recall Type, which is particularly useful for Therapists, who for practical reasons can be re-assigned to the Hygienist Recall Type.

Recall Prompt constraints

EXACT sets constraints on Recall Prompt functions from version 11 onwards:

• Only Providers with the appropriate setting in the Recall Manager configuration see the Recall Prompt.
• Receptionists do not see the Recall Prompt.
• The Recall Prompt only displays when EXACT calculates that some patient recall parameter needs to change.

Adjust notification settings on-the-fly

EXACT users can quickly access the automation settings screen by means of a Recall Automation hyperlink.

Using Recall Manager is optional

It is not essential to use or monitor Recall Manager; the software functions automatically, so it does not rely on manual intervention, and can optionally be left unobtrusively running in the background.

Warning on unsent recalls

When a user opens the Recall Manager, warnings display if any recalls were not sent automatically.

Benefits

Stop losing patients

Many dental practices fail to recall their patients for return business. Recall Manager either fully automates recalls, or enables practices to manually run their recalls in order to optimise the returning-patient business opportunity.

Automation

EXACT can be configured to automate the patient recall process. It integrates so effectively with other automated functions such as SMS Replies and Online Bookings that Receptionists often watch in amazement as recalls go out to patients, patients respond, and the Appointment Book continuously ticks over.

Variable Recall Defaults

The practice can benefit from different recall defaults for different groups of patients. For example, children by default have a shorter appointment time than PRIVATE adults. Recall intervals and lengths can then automatically change for patients as their circumstances change, such as when they become eligible for a new age group or when they move to a new Payor (For Australia the groups include Healthfund, which will help sites comply with their health fund requirements.)

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• Flexible recall settings.
• Greater automation. For example, recall settings now automatically change when patient parameters change, such as when patients turn 18 or when they are assigned to a different Provider.
• It is possible to change patient recall values by changing group membership configuration - by means of the Overrides your practice can easily update an entire group of patients to a new recall setting - for example if the practice policy changes a standard 30 minute recall slot to a 20 minute slot.
• Choose any service as the recall default, even if the service has been elsewhere set up with no defined length.
• Multiple Providers can book the same recall service but with appointment lengths customised for each Provider.
• The recall services are now primarily configured in the recall configuration rather than in the services setup.

Free up Reception personnel

In busy practices Receptionists often put in constant effort to keep the recalls rolling in. If configured appropriately, Recall Manager has the potential to completely automate this effort, freeing personnel for other work.

Increased efficiency and profitability

Recall Manager increases chair utilisation and efficiency, driving further profit.

Even spread of patient contacts

With EXACT recalling due patients daily, the recall communications (SMS, Email, EasyPost) are spread evenly, with no bulk impact on a Practice.

Run the recalls manually, if required

A Practice can also opt to manually run recalls for configured recall actions. This has the same effect as automated recalls.

Measure and improve Recall strategies

Recall strategies are measurable, so they can be monitored for effectiveness and progressively improved.

The graphical display facilitates understanding

With a glance at the display, an experienced user can instantly grasp the recall strategy effectiveness of a Practice. For example, red equates to "bleeding", so a lot of red in the display indicates a problem with the recall strategy.

Real time display keeps you updated

The Recall Manager display is real time (Live), so users can monitor statistical and graphical changes in the display.

Recall Manager is included within the EXACT software

Recall Manager is included within the EXACT software from version 11 so it does not require separate registration.

Simpler than previous recall software

It simplifies the recall functionality of earlier software, and combines it into one interface.

Requirements for Recall Manager

• Recall Manager requires EXACT software version v11.1 or later.

  Note that when EXACT is updated to version 11, Recall Manager adopts the recall configuration from the earlier software, and these parameters can then later be edited if necessary.

• Variable Recall Default Values requires at least EXACT v12.2.
• Presentation Manager module must be switched on.
• These EXACT communications tools are highly recommended for optimal automation:
  • SMS and SMS Replies
  • EasyPost
  • Email
  • Online Booking
• For new installations of EXACT, recall parameters must be configured from the Recall Manager Configuration.

  NOTE: Recall Manager will not attempt to contact INACTIVE patients