Working alongside HealthCare Manager, Client Recall List is a superb additional feature which helps you and your staff manage your follow-up work by recording and combining all of your Recalls in one, easy-to-use system.
Recalls are a cornerstone of compliance and essential to maintaining Standards of Care. Good client communication generates loyalty, practice development and ultimately revenue. Having a decent system in place to manage this and to automatically update your patient record when this has been done is becoming an essential of any good practice management system.
With that in mind, we have designed the Client Recall List module to automate and streamline the process of calling clients after a visit or surgery.
You can generate Recalls automatically, based on invoice items in a similar manner to conventional reminders (such as vaccination reminders). The number of different Recall types is unlimited. You can also set Recalls manually on a patient record. The system is flexible and allows your staff to manage a daily routine of calls, and as importantly, to record the outcome of the call against the visit or patient medicaL record.
When you open the Client Recall List , the module lists the calls that are due or overdue. The exceptions are recalls that fall on a Saturday or Sunday. The module automatically reschedules these calls for the following Monday.
When the recall is dealt with, usually by telephone, staff can record notes from the conversation directly onto the Recall List screen (as above).
Once the call is made it can be marked as Resolved. The record is then removed from the Recall List and the notes are appended to the relevant visit – you don’t need to remember to add this.