Difference between revisions of "Recall"
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| − | == | + | =Overview= |
| + | The recall module allows you to easily manage your correspondence with your customers. | ||
| + | <center>[[image:ModuleRecall2022.png|border|1020px|Recall Module]]</center> | ||
| + | Optisoft.Net now features dedicated methods for sending Letters, Labels, Emails and SMS Messages as well as generating ToDos to help you retain your customers. | ||
| + | ===The Recall Graph=== | ||
| + | The Recall Graph is designed to show you 12 periods of your up and coming recalls. | ||
| − | = | + | The Graph has numerous filters so it can be easily manipulated to show you exact information about how and when you are recalling your patients. |
| − | + | ||
| + | ===The Run Tab=== | ||
| + | The Run tab is where you process your recalls. | ||
| + | |||
| + | ===Recall History=== | ||
| + | The History tab contains a comprehensive list of all the Recall Runs that you have processed through the Recall module. | ||
| + | |||
| + | ===Recall Enclosures=== | ||
| + | Recall Enclosures allow you to attach additional literature or inserts into your Patient Recalls based on a set of criteria relevant your own needs. | ||
=Using the Recall Module= | =Using the Recall Module= | ||
| − | + | There are 3 major uses of the Recall module. | |
| − | + | '''[[Processing Patient Recalls|Processing Patient Recalls]]''' | |
| − | + | '''[[Printing from Recall History|Printing from Recall History]]''' | |
| − | + | '''[[Using Recall Enclosures|Using Recall Enclosures]]''' | |
=Setting up the Recall Module= | =Setting up the Recall Module= | ||
| + | [[Maintaining the Recall Module|Maintaining the Recall Module]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Latest revision as of 14:52, 10 March 2022
Contents
Overview
The recall module allows you to easily manage your correspondence with your customers.
Optisoft.Net now features dedicated methods for sending Letters, Labels, Emails and SMS Messages as well as generating ToDos to help you retain your customers.
The Recall Graph
The Recall Graph is designed to show you 12 periods of your up and coming recalls.
The Graph has numerous filters so it can be easily manipulated to show you exact information about how and when you are recalling your patients.
The Run Tab
The Run tab is where you process your recalls.
Recall History
The History tab contains a comprehensive list of all the Recall Runs that you have processed through the Recall module.
Recall Enclosures
Recall Enclosures allow you to attach additional literature or inserts into your Patient Recalls based on a set of criteria relevant your own needs.
Using the Recall Module
There are 3 major uses of the Recall module.
