How do I send recalls?

Send  recall by card, email, text, mail merge letter based on diagnosis

PATIENT > Recalls

Click on Recalls

Include non-responders by clicking the appropriate boxes

Click on Run Recalls

Enter the month and year you would like to work on.  If you leave this blank, OD Link will find all recall due.

If you click on "OK" to batch the recalls found, OD Link will mark them all with today's date as being sent.  You can choose to "cancel" at this point if you just want to look at your list or work on them one by one.

You will then be asked if you want to check for non-responders.  You can choose yes or skip.  If any non-responders are found, you will be asked if you want to batch them.

You will then be taken to your recall list.  If you chose to mark batch, recall sent will already have dates recorded.  If you chose not to batch, you can manually record "recall sent" date and "recall via" method as you recall each patient (to the right).

To omit patients that already have appointments, look for the OMIT button with a green outline on the right side of the PATIENT list

To omit patients that already have appointments, look for the OMIT button with a green outline on the right side of the PATIENT list

1. Sort by appointment to group them together (optional)

2. Omit them from the list by clicking the blue Omit button

(Omit button turns green if the next appointment date is greater than the recall date)

For patients with available email in the email column (1), you can use the detail button next to their name (2) to go into their patient record and send recall by email or text in the Communication tab.  You can then record a sent date and record "email" or "text" in the "recall via" column.  Then you can "omit" them from your list to get them off your recall list.

Once you have your recall list pulled up, you can then use the tools at the top to print labels, print letters, print envelopes or export your list.  You can then mark your list as contacted by phone, email or mail.  

If you are printing labels, you will be given some choices of labels to use.  

Once in the label window, you can choose to change you label layout if needed (1).  You may only see one of your labels in this window.  The top of the window (2) will show you how many patients are in your label list.  You can view your labels before you print them by using the "preview" (3) button.

In the preview window you will be able to see all labels.  At the top of the window you will be able to see how many pages of labels will print (arrow).

Older versions of OD Link might look like this when you click on "Recalls" from the patient window.

Most offices run recalls "Monthly", but you could also choose "Since Last"

Enter month/year

Mark as sent.  Date sent will be recorded, and previous date sent will also be recorded (if there was one)

The next few windows allow you to include patients who have not responded to previous recalls (1 yr, 2 yrs, 3 mo)

All the options you chose are then listed in one batch and you can choose which method to use

All the options you chose are then listed in one batch and you can choose which method to use

You may also mix and match methods. The OD Link entrance form asks patients how they would like to be contacted: PHONE, MAIL or EMAIL (blue box). You may also

mail merge letters based on diagnosis, or send email. Email is great because it's free and if you use on-line appointment module your patient can make an appointment immediately without calling even when you are closed!  You may also just call them from the list.

 

If you choose labels, choose the type

If you choose labels, choose the type

For 3 Up 5160 labels, click on any of these choices, then click the button to change to 3 Up 5160.

The first 1.5 minutes of this video with sound shows the steps outlined above. The last 4 minutes shows additional options

Click to start, headphones work best. You can stop and replay or fast forward with the controls at the bottom