Setup CDBS Items to Trigger Recall

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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.

 

Manual Recalls

  1. Go to Debtors & Marketing > Mail Merge Setup tab

  2. Select the recall reminder

    1. Items which execution date is shown in the column: Add the relevant CDBS items to show the last exam scale and clean for CDBS patients on the Recalls tab

    2. Recall Trigger Items: Add the CDBS items to trigger a recall update. Keep the existing ADA items.
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  3. Repeat the steps for all other Recall Reminders

 

Automated Recalls

Do not change any other Recall Automation settings without consulting with support@centaursoftware.com.au

  1. Go to Location Management > Automation tab > Recalls sub-tab

  2. Select the recall reminder

    1. Items which execution date is shown in the column: Add the relevant CDBS items to show the last exam scale and clean for CDBS patients on the Recalls tab

    2. Recall Trigger Items: Add the CDBS items to trigger a recall update. Keep the existing ADA items.
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Book Recall Automation Conversion

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