E-Mailing Recall Reminders

If you want to e-mail recall reminders, you can set up this capability by downloading the Recall Reminders expert pack from the PracticeWorks Expert Exchange. This expert pack provides you with an automated way to e-mail reminders to patients with e-mail addresses, and post cards to patients without e-mail.

For instructions on using the Expert Exchange, see Using the PracticeWorks Expert Exchange, and the related topics.

To download the Recall Reminders expert pack:

Select Experts > PracticeWorks Expert Exchange. The Expert Exchange window is displayed.
Select the Download Expert Pack tab.
Locate PW Support in the list, and click + to expand.
Check the box next to the Recall Reminders pack. The information is displayed for the selected pack.
- Make sure the Install to Tutorial Database checkbox is selected. It is recommended that you install packs to this database first. After you have reviewed the pack in the Tutorial and are satisfied with the way it works, then you can deselect this checkbox and download to your live database.
Click Download. A standard caution message is displayed.
Click Accept.

The Recall Reminders expert pack adds the following documents to the Document Pick List:

E-mail: Recall Appointment Due
E-mail: Recall Appointment Past Due
Post Card: Recall Appointment Due
Post Card: Recall Appointment Past Due
To edit these e-mail or postcard messages, select Experts > Automation Expert > Responses > Documents. Select a message from the Document Pick List and click Edit.

To generate appointment reminders or pre-scheduled recall reminders:

Select Experts > Contact Expert > Appointment confirm/review. The Appt Confirm/Review Contact Expert Criteria window is displayed.
Select Recall only, a date range, and other criteria.
Click OK. The Appointment Contact Expert is displayed.
Click the Actions button. You are prompted to select the highlighted record or all displayed records.
Select All Displayed Records, and then click OK. The Actions to take window is displayed with two choices: E-mail and Post Card.
Check both options and click OK.

To generate recall due without appointment reminders:

Select Experts > Contact Expert > Recall. The Recall Contact Expert Criteria window is displayed.
Enter a date range and other criteria.
Click OK. The Recall Contact Expert is displayed.
Click the Actions button. You are prompted to select the highlighted record or all displayed records.
Select All Displayed Records, and then click OK. The Actions to take window is displayed with four choices: E-mail and Post Card for due and past due.
Check all four options and click OK.