Reconnecting with overdue patients has never been easier! With Overdue Recall Automatic Tasks in Revenue IQ, you can effortlessly track patients who are past their recall due dates and ensure timely follow-ups.
How It Works
The system is designed to identify patients who have passed a specific time frame (days, weeks, or months) beyond their Recall Due Date as recorded in your Practice Management Software. Once these criteria are met, their names are automatically added to the Tasks Module, ready for action by your team.
Why Use Overdue Recall Automatic Tasks?
Efficient Patient Follow-Up: Automatically keep track of overdue patients without manual effort.
Boost Revenue: Increase recall appointments and improve patient retention.
Streamlined Workflow: Centralize overdue patient follow-ups in the Tasks Module for easy access.
Setting Up an Overdue Recall Automatic Task
Watch the video below for a step-by-step walkthrough of how to configure an overdue recall task. In this video, you’ll learn:
Navigating to the Tasks Module: Find where to create and manage your overdue recall tasks.
Defining Overdue Criteria: Set the time frame after a patient’s recall due date to qualify them as overdue.
Activating the Automatic Task: Save your settings and activate the task for daily updates.
Managing the Generated List: Access and review the list of overdue patients in the Tasks Module.