Include Patients Booked for Another Recall Set

When running Recalls, patients can be excluded if they have an appointment within a defined number of days from the batch run date.

By default, this excludes patients who have any appointment within the set timeframe.

If the appointment is not for a regular cleaning (e.g. the appointment is for fillings or an extraction) the patient can still receive an SMS reminding them to make an appointment for their routine cleaning.

This applies for both Automation Recalls and Manual Recalls.

Automation Recalls

1. Go to Location Management > Automation tab
2. Select the Recalls sub-tab
3. Select the Recall Set (e.g. Automation Recalls)
4. Place a tick in Include Patients who have appointments booked for another Recall set
   
   

Manual Recalls

1. Go to Debtors & Marketing > Recalls tab
2. Enter the required capture details
3. Place a tick in Include Patients who have appointments booked for another Recall set
   
   

Appointment Book

For this feature to work correctly, the correct Recall Set must be selected when creating an appointment.

1. Go to Appointment Book
2. Make an appointment for a patient
3. Select the Recall set from the Recalls drop list
1. If using Automation Recalls, select Automation Recalls. This will indicate the appointment is for a regular clean, and therefore a Recall message should not be sent to the patient
   
   
2. If using Manual Recalls, select Manual Recalls. This will indicate the appointment is for a regular clean, and therefore a Recall message should not be sent to the patient
   
   
3. Select None if the appointment is for other treatment (e.g. fillings). This will indicate the appointment is NOT for a regular clean, and therefore a Recall message will be sent to the patient
   
   

Create a Lapsed Recall Batch

A Lapsed Recall Batch> The list of patients who appeared in an earlier batch however have not yet scheduled an appointment.

Please contact Centaur if you want to change your current recall system process. This will ensure the transition is seamless and no patients will be missed. 

1. Go to Debtors and Marketing > Recalls tab
   
2. Select a batch that was created in the past (e.g. 3 months prior)
   
   
3. Enter the number of days since the batch was created (e.g.: 90 days for a batch created 3 months ago
   
1. The default period is setup via General Settings, see Recalls: Patients considered lapsed, how many days in the past section for instructions
   
   
4. Click Lapsed Patients
   
   
5. Patients who have NOT made an appointment or returned to the practice will be highlighted in blue
   
   
6. Click OK
   
7. Click Update Type then Create Batch   
                                                                                                
   
8. Click Yes to confirm updating the Recall Type     
                                                   
   
9. The batch is now created and the next Recall Type of the patient is selected
   
   
10. The SMS/e-mails (see below sections for instructions) can now be sent
    

Send Manual Recalls by SMS

The SMS template must be designed before SMS can be sent, see Set Manual Recall Templates section for more information. 

1. Go to Debtors and Marketing > Recalls tab
   
2. Select the Batch from the drop list (e.g. October 2021)
   
3. Select Recall Letters and click SMS
   
   
4. Click Select Ready to highlight all patients with a green flag
   
   
5. Click  to modify the SMS message if required (this is per patient)
   
   
6. Click Send to send the SMS
   
   
7. A message appears with the number of SMS successfully sent 
   
   

Send Manual Recalls by E-mail

The e-mail template must be designed before e-mails can be sent, see Set Manual Recall Templates section for more information. 

1. Go to Debtors and Marketing > Recalls tab
   
2. Select the batch name from the Batch drop list
   
3. Select Recall Letters and click E-mail
   
   
4. A list appears of patients who cannot be sent an E-mail. Click Continue     
                                  
   
1. Click Next and Previous to scroll through the patients and click Send to send the E-mails