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Bogdanbanica
Canine II

Recall query

Hi,

Please can I have a step by step guide on recalls?

1) How to send recalls

2) How to block certain patients from receiving recalls

3) What exactly does the recall message say?

4) If the patients don’t have set up communication via mobile how do we generate the list for sending letters

If possible can you send over the answers to our email easydentaluk@gmail.com 

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1 Reply
matthewbridge
CS Dental Employee
CS Dental Employee

Re: Recall query

Hi @Bogdanbanica,

Many thanks for your post.

1) How to send recalls
I have attached a guide on how to send recalls "How to Send Recalls in R4"

2) How to block certain patients from receiving recalls
To do this you would need to untick the individual patient, complete the below.

1) Load the patient record
2) Go to the comms tab
3) Under recall information, select details
4) Untick "Enable Dental Recalls"

3) What exactly does the recall message say?
Each individual site have their own recall message, to find out what it is follow the below.

1) From the main menu, go to doc mgr
2) Change the option at the top to "Standard Letter Templates"
3) Press the + on adult template
4) Highlight the "Adult Recall Letter"
5) On the right you have a Letter, SMS and eMail, select edit and you can see what it is saying and amend as you need

4) If the patients don’t have set up communication via mobile how do we generate the list for sending letters
The system itself will automatically generate a letter that is in the system to send.

Regards

Matt