The "Collect Mobile" prompt
Depending on configuration, EXACT may populate the Departure Task List with a prompt to ask for Mobile number:
Configuration that determines Collect Mobile prompt
EXACT looks to two places for guidelines on prompting for Mobile numbers:
The Patient Retention Workflow Wizard
This configuration applies to all patients (whether to prompt for Mobile number, and whether to prompt only a certain age range for Mobile number).
The Patient File
This is to determine if a departing patient has a Mobile number registered with the dental practice, with that number checked (ticked) for SMS messaging:
This checkbox can be edited in the same manner in the Patient File and in the Contact Details dialogue.
To reduce automated "Collect Mobile" prompts in the Departure Task List
In the Contact Details dialogue:
Click the Prompt in 12 months button:
In the Patient Retention Workflow Wizard:
