2015 User Conference Who’s Running Your Recalls? April 24, 2015 Presented by: Angie Schnack...

2015 User Conference

Who’s Running Your Recalls? April 24, 2015

Presented by:

Angie SchnackTraining Specialist

General Session

2015 Office Practicum User Conference

Isn’t this what it is all about?

“Prevention is better

than cure.”

Desiderius Erasmus

“An ounce of

prevention is worth a

pound of cure”

Benjamin Franklin

2015 Office Practicum User Conference

What Types of Recalls Are Available

▪ BF Preventive▪ Vaccines▪ Care Plan Recalls

2015 Office Practicum User Conference

Demographic Analysis/Recall ReportThe Demographic Analysis & Recall Report:▪ Allows you to create an initial List of Patients

▪ Based on either “No date restriction” or “At least one visit since”

▪ Further filter the list for what is due

2015 Office Practicum User Conference

Closer Look...

BF Preventive Recalls

Use OP Demographic Analysis and Recall Report to see who is due

● Care Plan Recall○ From Recall plan, select Bright Future Preventive

■ Send via preferred method listed on Contacts in Register

2015 Office Practicum User Conference

Closer Look...

Vaccine RecallsUse OP Demographic Analysis and Recall Report to see who is due

● Vaccine Status Recall○ Choose a Forecast Status○ Choose a Vaccine group or “ALL”

■ Send via preferred method listed on Contacts in Register

2015 Office Practicum User Conference

Closer Look...

Care Plan RecallsUse OP Demographic Analysis and Recall Report to see who is due

● Care Plan Recall○ Choose a Recall Plan○ Can further filter for individual Recall item

■ Send via preferred method listed on Contacts in Patient Register

2015 Office Practicum User Conference

Sending Recalls

What are the options for sending Recalls?

● Manual phone calls○ Print the Grid. Phone numbers are listed

-OR-

● Use Patient Message Exchange to send Recalls per preference listed on Contacts in Patient Register○ Automated Telephone○ Automated Email○ Automated Text Message○ Automated Paper Mail

2015 Office Practicum User Conference

Patient Message Exchange

1. Do you have it?2. Is it enabled?

2015 Office Practicum User Conference

Let’s Take a Look!

Demonstration

2015 Office Practicum User Conference

Discussion

How Often Should I Run Recalls?

Some Deciding Factors:

● Type of Recall● Provider Schedules (how far out

are they booked)● Time

2015 Office Practicum User Conference

Action Items

Next Steps:▪ Decide who will be responsible▪ Implement/Review OP Care Plans in

your practice*▪ Update preferences in Contacts in

Patient Register for “Recalls”▪ Start Using Patient Message

Exchange to streamline the process

*For more information on Care Plans:● Visit OP Help● Attend Beyond the Basics Webinar “Care Plans”● Contact OP Support/Customer Advocate

2015 Office Practicum User Conference

For More Information:

To learn more about Patient Message Exchange

Search OP Help Topics: “Patient Message Exchange”

OP Help: Patient Message Exchange

Contact OP Support or Your Customer Advocate: (800) 218-9916

2015 Office Practicum User Conference

Thank you for attending!

We are here to help

2015 Office Practicum User Conference

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