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The Recalls tab of the Patient File shows a number of appointment-related areas:
| Patient’s Recalls Due status for both the Dentist and |
Hygienist | |
| Patient Appointment |
Preferences | |
| Past appointments and modifications to |
appointments | |
| Information to help you track patient referrals to other practitioners and |
specialists |
Recalls Due area
This is an area in the Recalls Tab in the Patient Area.
It presents a summary of recalls that are due, in the form of hyperlinks, differentiated into Dentist and Hygienist. These hyperlinks provide information on
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Notice that this screen displays slightly different information (identified in red text) to the Recalls Due area - these are suggestions from EXACT, based on TF's latest treatment:
- EXACT suggests that the Dentist be been changed from AMJ (in the Recalls Due area) to TF.
- EXACT suggests that the recall date be Moved On, from 15/07/2014 (in the Recalls Due area) to the new 24/07/2015.
- EXACT also states that "
The Recall is overdue and TF completed a service today." - EXACT has no suggestions for the Hygienist Recall because today was a Dentist treatment only; hence the statement "
The recall is overdue and services were completed today by TF but they are not associated with this recall type.".
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To accept the details in the screen, the Dentist simply clicks OK. The recalls Due area will then immediately update with the saved information from the recalls prompt screen.
Editing the EXACT recalls prompt suggestions
When a Provider completes a treatment, EXACT prompts for confirmation of Recall details for that particular patient. The Provider can reject or edit suggestions before confirming the recall details.
Changes:
- From EXACT version 11, the Recall Prompt is constrained:
- 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, in which case it identifies suggested changes in red text.
- From EXACT version 11.3 SP6, the recall prompt allows Providers to either reject EXACT suggested recall updates:
, or re-instate them after rejection:
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To set the Recalls based on EXACT suggestions
- When Providers with the appropriate settings finalise a treatment, they are prompted for patient recalls.
For example:
The words in red text are suggestions from EXACT, following the treatment that the Provider is now completing.
There are three possible actions to perform with the screen:
- Edit the suggested changes by means of the blue hyperlinks.
- Reject the suggested changes by means of the button.
- When the recall details are correct, click the OK button.
- To reject these changes, select the button and then click OK. Note that once you reject the changes, the button toggles to , which you can click to reinstate the suggested changes that you rejected.
- To edit these recall details, click the blue Recall hyperlink/s, for an Edit Recall Detail screen, change the fields, then click the Update button:
- To accept these suggestions and / or any edits that you made, simply click OK.
The information will then be updated in the Recalls Due area in the Patient's Recalls Tab.See also: Patients Recalls Tab
Other:
If you set the recall to Do not recall patient...
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Updating Patient Appointment Preferences
This is part of the Patients Screen Recalls Tab.
Use this area to specify patient preferences for appointments.
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- Open the Patients desktop, select a Patient and select the Recalls Tab.
- Set the Appointment Preferences fields:
Checkboxes (Days) | Check (tick) the patient's preferred days. |
From ... To | Preferred Time period for an appointment |
First Visit | Patient's first ever visit to the Practice. |
Last Visit | This date is updated each time the patient has an appointment that is recorded as arrived, seated or completed in the EXACT software. |
Last Saved | The last time that these Preferences were saved. |
To view historical Patient Appointment information
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Generally, an entry in the patient audit log is created by EXACT when changes to the patient file are saved.
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Upgrade processes that run when a new version of EXACT is run for the first time at a practice can also create audit entries for patients. These appear in the audit log with the user name "Upgrade" and are not user-initiated.
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- Open the Patients desktop, select a Patient and select the Recalls Tab.
In the Appointment Preferences area you will see the recorded preferences, including the date that they were Last Saved (judge from this whether you need to update the patient's appointment preferences).
- Click the Audit button under Appointment Preferences to view a list of modifications to patient Appointment Preferences:
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