Table of Contents
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| Automated best practice recall process. Patient recalls constitute a significant business opportunity for most Practices. Recall Manager is a productivity tool and a patient retention utility that automatically runs monthly recalls, monitors the progress of appointment bookings and measures the effectiveness of the recall strategy. It integrates seamlessly with the SMS and Online Booking modules. It is available from EXACT version 11. |
Are you worried that you'll have Recalls chaos if you automate? Are your patient recall dates are in such a chaotic state that you are wary of changing to an automated system? The Support Desk personnel have advanced tools to update your disordered recall dates for all active patients. This will enable you set up and fully utilise the powerful automation capabilities of Recall Manager, SMS and / or EasyPost to recall patients successfully. Please contact your Software of Excellence Liaison or Support Desk for details. | |
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
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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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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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You can setup multiple sequential automated recall actions that EXACT will implement based on a daily calculation of due appointments. For example:
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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
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Recall Success Percentages
From EXACT version 11.3 SP5 Success columns are included in the graphical display:
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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
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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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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.
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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.
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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.
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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.
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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
- 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