Knowledgebase: Letters
How do I manage my recalls?
Posted by Jennifer Childress on 14 Mar 2014 01:35 AM

RECALLS VIA EMAIL:

1) Navigate to File>Letters
2) Click on the Letters tab in the top left corner
3) Select the recall letter you would like to send to your patients
4) Click on the Search Tab in the top left corner
5) Enter the recall date range for the patients you wish to recall
6) Enter YES in the Email field
7) Click Search (top right corner of page)
    A list will populate at the bottom based on your search criteria
8) Make sure the patients in the list have a valid email address. If not click on the patient and click Remove (on the right side of the page)
    Once the list is the way you want it...
9) Click the Letter Details tab in the top left corner of the page
10) Click the Email button in the top right corner of the page
Now all of those patients will receive their recalls via email

RECALLS VIA US MAIL:

11) Click on the Letters tab in the top left corner
12) Select the recall letter you would like to send to your patients
13) Click on the Search Tab in the top left corner
14) Enter the recall date range for the patients you wish to recall
15) Enter NO in the Email field
16) Click Search (top right corner of page)
      A list will populate at the bottom based on your search criteria
17) Click the Letter Details tab in the top left corner of the page
18) Click the Print button (center top of page)
All the recall letters for patients that did not supply you with a valid email will now print with their info in the letter.

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