Recalls

Introduction

• ★ What is Recalls?

Getting Started

• ★ Setting up Recalls
• ★ What does each recall status mean?
• Video - How to Create and Activate templates for New Recall types
• How to create a new template and activate

Recalls FAQs

• ★ Where are Recall notes entered into the patients file within Medical Director?
• ★ Where are Recall notes entered into the patients file within Zedmed?
• ★ Where are Recall notes entered into the patients file within Best Practice?
• Do you update 'contact attempts'?
• How to cross check your Recalls
• How to filter in Recalls

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Patient Journey

• ★ What does the patient see when they receive a Recall message?
• What if a patient doesn’t have a mobile phone?
• Can a patient call the practice via the Recall message?
• Can a patient ‘opt-out’ of SMS notifications?
• Can patients book online via the Recall message?

Daily Checks and Actions

• ★ Recalls – Maintenance Checks and Actions
• Recalls - Batch Actions
• Video - What to do in the 'To Action' Screen
• Video - The 'To Post' Page
• Video - Track the Status of your recalls
• Video - Modifying Active Template

Reception and Recalls

• ★ Recalls - Tips for Reception
• Video: Recalls Overview (90 Sec)

Updates and New Features

• Linking your recalls to doctors in HotDoc
• New in Recalls: Create new template
• How to restart a recall
• Cervical Screening Changes to make in HotDoc Dashboard

Practice Dashboard - Recalls Page

• Using Template Groups
• Video - Practice Dashboard Recalls Overview