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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
We want your feedback!
