Manual Recalls

Setting a manual recall procedure and differentiating from the first recall (that a CA might do as a missed appointment) vs a DC recall that might be set if the CA has been unable to contact the patient. 1. Can we set when they should get the recall manually if they have no next appointments and identify whether it is an e-mail, phone, sms without having an appointment. 2. Can we set that if a patient misses they automatically go to a) A bring up ( where the CA tries to contact and reschedule) - this could be scheduled again as a bring up depending on the procedures of the clinic B) a recall ( where the DC attempt contacting) - this would fit in with the current recall set up but would automatically go to the recall “bucket” after the CA has “3” attempts at contact. C) archiving - a “bucket” when a patient has been unable to be contacted or discontinues care and they are automatically archived so that they can be automatically identified if they have not been in for some time for re-assessment.