Configure the FrontOffice+ Recall Feature

Set up Recall | Example | Before going live

Recall identifies patients who may be due for a follow-up appointment based on previous appointments and the configured Recall period. Before outreach, FrontOffice+ can check whether a patient already has a qualifying future appointment. Eligible patients can then enter the Recall outreach workflow and be encouraged to schedule their next visit.

Set up Recall

Turn on Recall

• Turn on Enable Recall.
• This activates the Recall functionality for the account.

Set the Recall lead time

• Select how many months FrontOffice+ should look back to identify patients due for follow-up.
• You can customize this by appointment profile.
  • Example:
    • Medication Management > 3 months
    • Annual Follow-up > 12 months

Set future appointment check days

• Define how far into the future FrontOffice+ should check for an existing appointment.
• If the patient already has a qualifying appointment scheduled within that period, FrontOffice+ doesn't recall them.
• This prevents unnecessary outreach to patients who are already scheduled.

Configure same appointment profile criteria

• Turn this setting on if FrontOffice+ should only consider future appointments with the same appointment profile.
• On: An appointment with a different profile doesn't prevent Recall.
• Off: Another qualifying future appointment may prevent the patient from entering Recall.

Example

• Recall Lead Time: 6 months
• Future Appointment Check: 60 days
• Same Appointment Profile: On

A patient had an eligible appointment 6 months ago.

• If the patient has the same appointment profile scheduled within the next 60 days > No Recall.
• If the patient doesn't have one scheduled > FrontOffice+ can begin the Recall workflow.

Before going live

Confirm:

• Recall is turned on.
• Correct appointment types are included.
• Recall Lead Time is configured for each appointment profile.
• Future Appointment Check Days are correct.
• Same Appointment Profile Criteria is configured appropriately.
• Recall messaging has been reviewed and approved.