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Evolution kijkt elke dag welke patiënten een recall moeten ontvangen, volgens criteria die door u zijn opgesteld.
Overzicht van het proces
De Recall Patient online boeking werkt als volgt:
EXACT identificeert elke dag patiënten die teruggeroepen moeten worden, volgens criteria die door de praktijk zijn aangepast.
Een recall bericht wordt via e-mail of
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De teruggeroepen patiënten loggen in op de internetboekingssite (zelfs buiten de openingstijden van de kliniek) en selecteren een afspraaktijd die bij hen past, uit beschikbare tijdsblokken voor afspraken die de praktijk heeft gespecificeerd als beschikbaar voor de aanbieders in de praktijk.
De boekingssoftware bevestigt de boeking bij de Praktijk (EXACT) in realtime en werkt het Afsprakenboek bij.
EXACT stuurt een automatisch sms-antwoord of e-mailbericht naar de patiënt om de afspraak te bevestigen. Dit bericht kan worden aangepast met informatie zoals een kaart, parkeerinstructies, tandartsfoto en nog meer speciale aanbiedingen.
Overview of the process
The Recall Patient online booking functions as follows:
Each day EXACT identifies patients due for recall appointments, according to criteria that have been customised by the Practice.
EXACT sends an appointment recall message (SMS, email, or both) to patients due for a recall appointment. This contains a merge field link with the web address for a Practice-branded online (Internet) booking service.
The recalled patients log into the Internet booking site (even outside of clinic hours) and select an appointment time that suits them, from available appointment time blocks that the Practice has specified as available for the Providers at the practice.
The booking software confirms the booking with the Practice (EXACT) in real time, updating the Appointment Book.
EXACT sends an automated SMS reply or email message to the Patient confirming the appointment. This message can be customised with information such as a map, parking instructions, dentist photo, and even further special offers.
Receptionists can see the recall patient booking
Receptionists can see recall patient bookings in the appointment book and in the Online Appointments tab.
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Appointment book:
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Apart from the appointment time search by the patient, the whole process can be performed automatically, freeing practice personnel from these administrative tasks.
Statistics are tracked in the Feature Usage Report
Recall Patient online booking statistics are tracked in in the Feature Usage Report:
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Manually recalling patients
Your Practice may not necessarily be fully automated for recalls, in which case you need to manually recall patients.
To manually recall Patients
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Go to Administration > Manage Recalls.
EXACT will automatically detect if there is an outstanding list to run, and display the list for you.
A message will display for each of the months in the specified period, informing you how many patients met the recall parameters.
The main screen displays figures and a colour graphical display per month:
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(Optional, if instructions have been typed) Click the My Recalls Procedure button to view custom instructions on what to do next:
Example of a 'My Recalls Procedure':
Double-click a line (month) in the Recall Lists screen to display its entries and Contact options:
The Month View displays the details of its recall patients.
! You can optionally filter the list and then perform bulk actions on the resulting patients.
This screen has all of the tools that you need to contact the listed patients.
Hyperlinks
Note: all line entries in this screen are hyperlinks. The functionality is the same as for the Appointment Book Recalls Tab.
Month Selector
Use this to change the month.
Column headers
The default sort order is Last Name, alphabetical.
Click a column header to sort the list by that parameter.
First Name / Last Name
Click a First or Last name to open the Patient Information tab.
You can then edit any Patient fields that need updating.
Dates
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These are the Recall dates.
Coloured icons represent the same colour recall statuses as for the Effectiveness Tooltip display.
Click any of these dates for editable information for the recall.
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If you edit these fields and click Update, it will immediately update the display.
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Prior contacts with patients are recorded as icons in the Prior Contacts Column.
Click a Prior Contact icon to display details of the contact.
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Click any of these hyperlinks to display a contact screen from which to contact the patient. A small star behind the icon indicates the preferred method of contact.
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Home Address. Recall is by letter
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Business phone
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Home phone
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Home phone, SMS
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Mobile phone
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Mobile phone, SMS
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You can manually contact patients by any of the means described above or simply use the recall list as a phone list and contact the patient by phone. Alternatively, you can utilise EXACT's significant automation capabilities and have your software perform all recall communications and bookings.
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To send ONLY a hygienist recall link to a patient
Workaround: This is a workaround for an issue where a practice tries to send a patient an online booking URL for just a Hygienist booking, but the patient receives a URL for Hygienist plus Dentist booking.
PLEASE NOTE:
The eMail/SMS Template must contain the [Recall.URL] Merge field.
You cannot use Administration>Manage Recalls - this list will always send a URL for booking DENTIST
and HYG Recall appointment if there are dates set in both fields on the Patients Recall Tab.
To send ONLY a Hygienists Recall URL link to a Patient for booking an appointment via the Online Recalls system
Open Administration > Contact Lists.
Click the Create List Button to display the Create Contact List screen:
From the Select Patients List, choose Recall List HYG.
Type a description for the List. For example, HYG-Only Recalls.
Tick Use list for appointment booking.
Click OK to display the Patient Query screen, where you can specify the parameters for: Without an Appointment within x period, and the Recall Period:
Click OK, then click YES to confirm:
Then Tick “Hygiene Recall ONLY and click OK:
On the Next screen you have an option to choose whether or not to update patient recalls on the Recall List as they are marked as Complete. If (like most practices) you are setting your Recall Dates in surgery following the patients appointment, leave this Un-checked:
Click OK to run the List, and then you’ll see the Result Screen:
Click OK to see the List of Patients who fit the Criteria.
From the list of patients, either generate a Single eMail/SMS message for the Patient you have highlighted, or choose Multiple eMails/SMS's.
Multiple eMails/SMS reminders are then generated to be sent to All Patients on the list. These include only a Hygiene Recall URL Link within the message, for patients to book their Appointment via the Online Recall System - Even if they have both a Dentist and a Hygienist Recall set in their Patient File.
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To send an Email directly from the Patient File
If you send an eMail directly from the Patient File you will see this Screen:
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You can then again choose either Dentist Recall, Hygiene Recall, or both.
PLEASE NOTE:
The eMail/SMS Template must contain the [Recall.URL] Merge field.
You cannot use Administration>Manage Recalls - this list will always send a URL for booking DENTIST
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sms (afhankelijk van de instellingen en voorkeur van de patiënt) naar de patiënt verstuurd met een link naar de online afspraken website.
De patiënt bezoekt de website en selecteren de beste afspraaktijd en boekt de afspraak.
Evolution voegt de afspraak toe aan het afsprakenboek.
Een automatische sms- en/of e-mail wordt naar de patiënt verstuurd ter bevestiging van de afspraak.
U kunt de afspraak van de recall patiënt in het afsprakenboek en het online afspraken tabblad zien.
Het aantal online afspraken van recall patiënten is zichtbaar in het Gebruikersinstellingenverslag.