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Recalls
Apr 7, 2015 16:33:34 GMT -6
Post by virginia on Apr 7, 2015 16:33:34 GMT -6
Is there a way to get all recalls on one report. I don't like the correspondence report for the medical visit reminders. We don't have many but I am afraid they will be forgotten. The recall report for exams seems fine but we have not printed it yet because we are just finishing up the hand written post cards from last year. I set the medical follow ups to have a phone call if they don't schedule but will crystal remind me or do I have to check the report everyday?
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Post by KizerOpt on Apr 9, 2015 8:18:02 GMT -6
I run the recall report monthly and send the 'confirmation' report list a postcard reminder a month in advance. The various recalls are set at your discretion so you can pull them at the time they 'should have' set an appointment, and any time period based on that. As far as I have ever seen, you have to pull a report to get a list. You can also use the schedule report for daily lists.
Karen
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Recalls
May 21, 2015 11:54:32 GMT -6
Post by sumnerfamily on May 21, 2015 11:54:32 GMT -6
I have a question about our recall appointment report. When we create a report for batch claims we are able to pick which claims we want to add/remove from the batch. Is there a way to do this with the recall report as well? As an example we pulled a report for all patients to recall from July 1-July 9 yesterday, that list had 16 patients on it. We compared the list with the recalls we had previously printed from our old system before converting to Crystal and we only need to print 4 of those 16 patients. Can we select only those 4 to be printed?
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Post by Kraig on May 21, 2015 14:35:52 GMT -6
Highlight the patients you don't want to send recalls to and hit the Delete key on your keyboard.
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Recalls
May 26, 2015 7:41:11 GMT -6
Post by KizerOpt on May 26, 2015 7:41:11 GMT -6
Highlight the patients you don't want to send recalls to and hit the Delete key on your keyboard. Now when did you sneak that in there?? That's great! Have wanted that forever!!! Thanks!
Karen
PS Does that work everywhere?
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Recalls
May 26, 2015 9:12:48 GMT -6
Post by gracecrystalpm on May 26, 2015 9:12:48 GMT -6
Hi Karen,
It's been there for a long time.... (I didn't know about it either when I was a user!!!) And yes, it works on all reports!
Grace
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