RECALL reporting

[JV@VDOC]

According to Kraig, When we pull a RECALL report and a patient that has a recall date for ANNUAL EXAM (say for March 2014); but also has a different type of scheduled appointment (ie. CL Check appointment for March 2014) - The reporting will NOT pull up this patient to receive their ANNUAL EYE EXAM recall notice.

I know there is an option for IGNORING ALL FUTURE APPOINTMENTS - however we also don't want to send recall notice/reminder IF patient ALREADY has an ANNUAL exam already scheduled! 

Is there a way to pull a report so that even if a patient has an appointment (NON_Annual Exam) that they still get pulled for their annual exam notice/reminders, as long as they don't already have a future dated EXAM scheduled?

Thank you.

Joanne 

[Kraig]

I think what we're looking for is a way to choose more than one appointment type under "Ignore all future appointments of a certain type", correct?

[JV]

Yes, we'd like to ignore if they already have an EXAM (existing patient) bill code type of appointment already scheduled.
This way we can pull the Annual RECALL report and ** NOT ** send to patients who already have an annual exam (previous patient) already scheduled. (WE don't want to ignore if they have OTHER types of appointments scheduled). Thanks. JV

[JV@VDOC]

Just checking if there is an update to this request (possibly scheduled update)?? Or is this something I can already do but not doing correctly on my side? thanks.

[mdeyedoc]

Not sure if this will do what you want but you can do recall via the Correspondence Report see this thread crystalpm.proboards.com/thread/40
Marcia