The Patient Recall Report will allow the clinic to run a report to see how long its been since the patients' last completed appointment, if they do not have a future appointment scheduled.
This report will EXCLUDE any patients that are already on the schedule for a future appointment.
To run the Patient Recall Report go to:
- Patient Recall Report
- Select correct filter
- Clinic (if there is more then one running out of your database)
- Provider (to see patients for a specific provider)
- All (Ignore when last completed appointment was) This will provide a list of ALL patients seen in the office and display how long its been since they were in the office.
Or you can break your report down by selecting:
"Last completed appointment was"
- 0-30 days ago
- 31-60 days ago
- 61-90 days ago
- 91-120 days ago
- 121-180 days ago
- 181-365 days ago
- More then 365 days ago
- Select Next to Run
Once generated, you will see the patients name, case info, H/W/C numbers, address and number of days since last completed appointment.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Business Hours: Monday-Friday 8am-6pm CST