Overdue Recalls

How do the Overdue Recall follow-ups work?
Written by Jeeve Solutions
Updated 1 year ago

Overdue Recall Followups

Morning Huddle

Your overdue recall followups are populated in your Morning Huddle daily. This is used to capture any patients who have not attended their 6 monthly check-up.

A followup is automatically created for a patient who had their last 011, 012, 88011 or 88012 treatment 7 months ago, who does not have another appointment scheduled in the future.

The number of months can be customised in your Jeeve settings (see How to setup your followups in Jeeve.)

Your Front Desk staff should select the "Status" of each call before toggling the followup to "complete". 

Note: to cater for busy days, holidays and closed days, this list also includes any incomplete items from the previous 2 days.

Monthly Followups

A full list of all historic followups is retained in the "Followups" section of Jeeve, accessible from the main menu.

This section gives monthly breakdowns on all followups. Clicking on the left/right arrows next to the month will change the date range.

Completed followups can be viewed by selecting the "Show Complete" button at the top of the table.

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