04 Jun Return to Work – Finding Patients Who Need An Appointment
As lockdown restrictions are starting to ease for dentists, it may be of interest to rebook appointments you may have cancelled during the lockdown phase.
An easy way of doing this is to use a recently added feature in Pearl, the Cancelled Appointments Report.
Here is a quick guide on how to go about using it!
Step 1) To view this report, click ‘Reports’ at the top of Pearl, then select the ‘Appointments’ tab. Scroll down and you will see ‘Cancelled Appointments’. Select the ‘View Report’ button.
Step 2) Once in the report, you can select a date range that corresponds to when the practice or the patient might have canceled appointments. For example, from the 20th of March 2020 – 1st June 2020. You can then print the list if need be.
You may also want to know how to find patients who are now overdue for an appointment.
You can do this by using the Lapsed Recall Feature, found on the diary page. Here is another quick guide on how to use it!
Step 1) On the diary page, on the left side of the screen, select the ‘Lapsed Recalls’ button, located directly beneath the Reminders, and Recalls buttons.
Step 2) Once the lapsed recall window opens, you can either use the predefined date range buttons by selecting the last 6 months, 6 to 12 months, or 1 to 2 years options or alternatively you can manually input your own custom date range using the date range selectors. You can then recall patients for a Dentist or a Hygienist. If you wish to narrow the list down to an individual performer you can do so from the drop-down menu.
Step 3) Once you have calculated the recalls. You are presented with a few options, these include ‘Send SMS Messages’, ‘Send Emails’, ‘Phone List’, and lastly ‘Letter Recalls’. Select the method(s) in which you want to contact your patients.
NOTE: In the Recalled column, you will notice a phone icon. This button can be selected if you have called or will call a patient to recall them instead of sending them an SMS or Email or letter. By selecting this icon it will remove the patient from the recall list.
We hope these two quick guides are of some help to you and your practice, that’s all for now.
Stay safe and keep well!
Pearl
