Vision 3 Recall Wizard

The wizard allows you to see all the recalls in a given time frame that they can set. It then shows all the communication details for found patients and counts each type of recall.

You can then double-click on a count and either call in the patients from the sheet or import them back into Vision 3 to send out letters or text reminders.

Note - Recalls are automatically classed as inactive after three months past in a patient record.
You can always setup the recall search from a given date, ignoring all in the past.

A recall system can be made extremely easy with just a few rules and a recall guideline.

  • You should only add a recall if they truly want the patient to make an appointment to come back.
  • The Admin team will then invite the patient based on a future outstanding recall
  • For internal reminders about patients use Daybook (or soon to be released Tasks)
  • When adding another recall check the guideline for all current recalls to see if you can tie them up to an existing one
    This will make less visits for the patient, and hopefully less work for the practice
  • Complete recalls no longer required using the right mouse menu

With the simple rules above a recall search in Vision 3 can then be performed from month to month for ALL recalls!

You should not need to specify any types of recalls, as all outstanding recalls need to be invited back.

You may not even need to use the Recall Wizard report, but it does provide you with a safety net as it imports all past and future outstanding recalls for you to monitor.

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