How do I schedule and manage call backs?

Turn "ON" call backs in preferences if you want to be prompted when you check a patient out.

If call backs are turned on OD Link will prompt you to set a call back as you check patients out and take payments.  If you don't want to be prompted each time, you can still set a call back anytime you'd like.

Call backs are located in the transaction window in the F/U tab behind the task tab.  

1: Call Back not scheduled:   this indicates that nothing has been scheduled for this date of transaction.  After you click on "schedule call back" this field will change to "call back scheduled" and will show the date for when it is scheduled.

Completed By: This will show the employee who completed the call back after "record as called" button is clicked.

Reason:  This field is optional.  You can choose a reason they need a call back.

2: Schedule call back: Click this button to schedule a new call back for this transaction.

3: Record as called: Click this button to record when you complete the call back.

4: Find call backs due: This will find all call backs due for all patients. See below for more detail.

5: List View: This button will show you all transactions for this patient and whether or not they have call backs and what the status of each one is.  See below for a screenshot and explanation.

Find call backs due

Click the "Find call backs due" button.  

You can choose to view call backs due in a certain date range or find all due.

Find call backs due will return a list of all call backs due for all patients.  You can see the patient's name, preferred number and preferred contact.  You can then use the +By button to record your initials and the date of when the call back is completed.  You can also use the +Log button if you'd like to create a communication record on the patient screen.

List View

List view button will show you all of this patient's transactions and will show call back status for each one.  Above you can see that one transaction has a call back due.  Two of them show that Call back was not scheduled for that date.  One shows that a previous call back was scheduled and that it was completed.