The automatic recall feature is located in the new recall screen.
The mid-section controls the creation of the patient's recall. By selecting a Recall Type for the drop-down, this automatically creates a recall record for the patient. The recall record is created based on the type of appointment selected for the patient. A user can change the recall type by selecting another appointment choice in the drop-down field called Recall Type.
The Recall Date is automatically calculated based on the entry the system has for that appointment type. The amount of months from today to use in calculating the recall date is read from the Appointment Type Information entry screen located in the System/Setting section of Filopto.
If a user wishes to override the date or change the date, this can be done by using the calendar in the drop-down of the Recall Date field.
The Patient's Recall Notices grid lists all recalls sent to the patient in a sequential order. By comparing the date of when a recall was sent with the action of creating an appointment, the user can determine if the recall was effective. If the appointment is a result of the recall notice, placing a check mark in the Responded field will record that the recall was effective in having the patient schedule an appointment. A report on recall effectiveness can be generated counting the check marks entered as Responded on the effectiveness of the recall.
At all times, users can enter manual recalls for a patient by going into the appointment Patient Recall Manager tab and manually entering a recall record.
