Setup & Manage Manual Recalls in D4Web

Setup & Manage Manual Recalls in D4Web

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Setup, Design & Manage Recall Templates for SMS, E-mail and/or Letters. 

Mail Merge Setup page

Click the navigation menu > Debtors & Marketing > Mail Merge Setup page

Setup the Manual Recalls Template

  1. Mail Merge Category: Select Recalls from the drop list
  2. Highlight the relevant Recall Type to assign/set up a template for Letter or SMS

Design Recall Letter / E-mail Template

  1. Click the Edit icon to design the e-mail and/or Letter Template
    1. Place your curser in the position you wish to insert the input Field
    2. Mail Merge tab > Click Add Field to insert Input Fields required from the list available (i.e. Location or Provider information, Patient demographics etc)
    3. Click to select field name (Ctrl key to select multiple rows) 
      1. Repeat steps until you have added all input fields. (You are able to come back and add more if/when necessary at a later stage)
    4. Click OK

  2. Back in the Template:
    1. Write/edit the template as required
    2. File tab
    3. Save > Exit

Design Recall SMS Template

  1. Click the Edit icon to design the SMS template
    1. Mail Merge tab > Click Add Field to insert Input Fields required from the list available (i.e. Patient Info, Appointment Time/Dates etc)
    2. Click to select field name (Ctrl key to select multiple rows) 
      1. Repeat steps until you have added all input fields. (You are able to come back and add more if/when necessary at a later stage)
    3. Click OK

  2. Back in the Template:
    1. Write/edit the template as required
    2. File tab
    3. Save > Exit

Set Items used to determine the last exam date

Recalls and Queries look at multiple factors, including when the last time a patient had Examination or Scale and Clean item performed. These items can be updated with Medicare items, for example. 
  1. Click the navigation menu > Debtors & Marketing > Mail Merge Setup page
  2. Mail Merge Category: Recalls
    1. Select a recall Type from the Manual Recalls list
    2. See the item(s) in Items used to determine the last exam date
Do not forget to include custom items, such as DVA & CDBS items

Setup CDBS Items to Trigger Recall

The Update Recall Date window can be triggered by either all or specific items. The only time the window will not appear is if a patient's recall type is set to >none< on their file.
If currently triggering a recall update by specific items, its possible to add CDBS items to the trigger. 
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Click here for Instructions