Tip of the Week — How to use Recalls
In this episode Rachel teaches you how to use recalls to create a patient follow-up schedule and checklist!
Everything you need to know about setting up patient recalls with Cliniko. Recalls can improve patient outcomes and retention, so make sure you follow these simple tips to set them up.
Rachel Harkness·
No matter which avenue of allied health you’re in, you’ve no doubt learned that follow-up calls (also known as ‘recalls’) offer immense value to you and your patients. Maintaining a consistent calling schedule is one of your most effective tools to proactively subvert potential set-backs in your patients’ care, while simultaneously improving the efficiency of your office.
Unfortunately, creating this efficiency is often highly inefficient – yes, you read that correctly. Without the right processes in place, assigning and completing recalls can be painfully tedious and time-consuming.
Fortunately, Cliniko has you covered!
If your recall process could use some tweaking, take a look at these three, easy-to-follow steps and discover how simple it can be to manage your patient recall schedule successfully.
Before assigning recalls to patient files, you first need to create recall types. These are the broad categories that organize the purposes of the calls. Examples include appointment reminders, post-visit follow-ups, patient/client anniversaries, etc. Keep in mind that only admins and power receptionists have the necessary permissions to create these recall types.
Here’s how you can get started:
Once you’ve established your recall types, you can begin assigning them to your patient files. It’s a simple process, and all users have this ability except bookkeepers.
All you need to do is:
Some Cliniko users prefer to add these steps to their post-appointment workflow. That way, they can immediately set the recall date to inquire about the quality of the visit and give the patient a chance to ask additional questions.
When it comes time to pick up the phone and make the calls, you have two options for selecting the correct patients and documenting the recall. You can head directly to the patient’s file and make the call from there. Or, you can generate a recall report by following the steps below:
Additional report option: You’ll be pleased to know that Cliniko makes it easy to compile a list of all patients who do not have a scheduled appointment. This allows you to quickly determine who needs to be contacted for booking their next visit. You can even filter out those who are already on a separate recall list. Because you certainly don’t want to call too often and become a nuisance.
To generate your report, follow these steps:
After generating your report, open patient files in new tabs so you can apply the recall without losing the list you just created.
After each recall is complete, remember to tick the ‘Recalled’ box. When you do this, the date will automatically be recorded as well as the initials of the user who made the call.
That’s it! Pretty straightforward, right? We know your time is valuable, and we recognize the importance of streamlining your processes. That’s why with Cliniko, managing your follow up recalls is (literally) as easy as 1-2-3!
In this episode Rachel teaches you how to use recalls to create a patient follow-up schedule and checklist!
A system is a set of procedures that guide how something is done. The beauty of a system is that it’s the same, regardless of who is doing it. Whatever process you decide to systemise in your business, document it so that anyone could do it.
Did you know you can schedule time off in Cliniko? Block your calendar so patients don't book with you when you are gone.