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Recalls & Follow Ups 6 - Marketing Report

 

Recalls and Follow-Ups are built into the MacPractice System to help track when a patient should be returning to the office. The titles Recall and Follow-up are used to label the same feature within MacPractice. Medical offices will use the term Follow-up while dental offices will use the term Recall. This video series will use the term Recall but can the information will be the same for both dental and medical offices.

The Recall Report should be used at least once a month to follow up with patients that have not scheduled their Recall. The Recall Report can be used a few different ways. Notice that the top of the report allows the user to set up filters for provider, office, and Recall type.

Use the pop-up box to set up the filter for the date range. The Next Visit Date is most often used for this report. The segmented control buttons are used to filter patients that show up in the report. The Recall Appointment filter will allow you to see only patients that do not have an appointment, only patients that do have a Recall appointment, or both. Leave the Recall filter set to With to see patients that have a Recall entry on their account.

Click the apply button to see the results. The Next Appointment Date will show the next appointment that the patient has in the Schedule. This appointment does not necessarily have to be the Recall. The Recall Appointment Date will show the date of the Recall appointment. If the patient does not have a Recall appointment tied on their account, this column will be left empty. Simply click the Recall Appointment header to see all patients without a Recall appointment.

These patients should be contacted to schedule an appointment. Click the Print Postcards button to print out postcards for the clients. You can also make a list in the drawer to manually contact the patients.

 

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