Patient Bridge

Creating a Recall Group

Recall groups enable you to specify the patients who receive communications based on specific criteria.

To create a Recall group:

1. In Patient Bridge, click Communications.

2. Click Recalls.

3. Click Manage Groups.

4. Click Add New Group.

5. In the Name field, enter a name for the new group.

6. Select the filters:

• Available Recall Types — Select the recall type.

• Available Treatment — Select the patient's treatment.

• Clinic OfficeId — If you are running a multi-clinic practice, select the clinic.

• Available Clinicians — Select to whom the patient is assigned.

• Available Patient Types — Select the scheme in which the patient belongs.

• Available Patient Statuses — Select between archived and current patients.

• Outbound Format Only — Filters only the recipients who have the relevant contact information to match the selected format.

• Age Filter — Select the ages of the patients.

• Gender — Select the sex of the patients.

7. When you have made your selections, click Add Filter.

• It is possible to add multiple filters to a single group; for example, one filter for patients aged 18 through 30 and another filter for patients aged 40 through 100. All patients between those ages would be displayed, but children and patients aged 31 through 39 would not be displayed.

8. Click Save Group.

 

Related Topics

Creating a New SMS Recall Template

Creating a New Email Recall Template

Creating a New Letter Recall Template

Creating a Recall Task