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 (eg 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 (eg 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