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Best practice for working Recall lists in Patient Management
Best practice for working Recall lists in Patient Management

This article will guide you on the best way to manage your due/late patients.

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

Once Donna has had a chance to catch up with a decent List Coverage, we can begin to incorporate manually working the lists.

Donna will reach out to upwards of 90% of your patient base, but for the remaining 10%, and for those that need an extra "nudge", this is how you will stay on top of them.

Step By Step Guide

1. Go to Patient Management and select 0-3 Months Late from the dropdown list.
Let Donna worry about the patients Due in 60 Days. If these patients are not getting contacted by Donna, then these are the patients you’ll want to call.

2. Once you’ve selected the list, apply the needed filters:

Filter #1: Communications → Recalls = On

Filter #2: Recalls → Has NOT received a recall from anyone in the last month:

  • Status = Not Received

  • Sender = Any

  • Date Sent → Start Date = click ‘Last Month’, End Date = click today’s date
    ​

NOW we have a list of patients that can be contacted, let’s start at the top…
Expanding the list of items by clicking on the arrow beside each patient's name will show you more details:

  • Contact Information

  • Timeline & Activities

Note: Clicking right on the patient’s First/Last name text will bring you directly to their Patient Profile page instead of expanding their details on this page. Click in the back button on the browser if you would like to go back to the previous page.

From here, you can decide on how to reach out to the patient. But when you do, it is imperative that you How to Log a Recall for a Patient.

HOW TO WORK YOUR RECALLS -

To get patients off the lists there are mainly 3 ways

1. Get the patient booked.

  • This is done in your Practice Management Software, and then when the CareCru system syncs (every 20 seconds), this patient will no longer be due.

2. Turn off Recall notifications for the patient. 

3. Set the patient as “Inactive” in your Practice Management Software

  • Maybe they’ve moved away or maybe it’s time to stop trying given the number of previous touch-points.

  • This is done in your Practice Management Software, and then when the CareCru system syncs (every 20 seconds), this patient will no longer be due.

You can repeat this 3-step process above for as many patients as you’d like on the list.

If you want to “Refresh” the list to see how many patients you’ve reduced it by, simply click twice on the ‘First Name’ column header. This will keep your order by re-applying the filters to remove any patients with recently logged Recalls.

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