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Customizable Recall System |
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Recalls are an important part of a
successful optometry office. With a proper recall system in place you can send
multiple recall reminders to encourage your patients to schedule an
appointment. With Crystal PM you have the capabilities to print/send Emails,
Postcards, Letters, or Address Labels.
Not only can you set a recall date for
every patient, you can also customize your recall types and templates. A
typical postcard recall is setup as:
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Time
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Before/After
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Recall Type
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2 weeks
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Before
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Postcard 1
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On Recall Date
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Postcard 1
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3 weeks
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After
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Postcard 2
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7 weeks
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After
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Postcard 2
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6 months
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After
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Postcard 3
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Postcard 1 is sent 2 weeks before the recall date and on the
recall date.
Postcard 2 is sent 3 weeks and 7 weeks after the recall
date.
Postcard 3 is sent
6 months after the recall date.
The postcards can be customized with patient information and
exam information.
Example of Postcard 1:
11118
Conchos Trail
Austin,
TX 78726
Dear
<CourtesyTitle> <FirstName> <MiddleName>,
It is time for your eye exam. Your last full eye exam was on
<LastExamDate>. It is recommended that you call Abeo Solutions,
Inc. at (512) 335-1976, as soon as possible to schedule your annual eye exam in
order to renew your prescription and check for ocular health.
Thank
you,
Crystal Practice Management
Example
of Postcard 2 (without header/footer)
You
are passed due for your eye exam. Your last full eye exam was on
<LastExamDate>. It is recommended that you call Crystal Practice
Management at (512) 335-1976, as soon as possible to schedule your annual eye
exam in order to renew your prescription and check for ocular health.
Example of Postcard 3
We understand that it is hard to find time in your busy schedule, but
it is necessary to schedule a full eye exam in order to keep your prescription
up to date. Your last full eye exam was on <LastExamDate>. It
is recommended that you call Crystal Practice Management at (512) 335-1976, as
soon as possible to schedule your annual eye exam.
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