1. 2015 User Conference Who’s Running Your Recalls? April 24, 2015 Presented by: Angie Schnack Training Specialist General Session

2. 2015 Office Practicum User Conference Isn’t this what it is all about? “Prevention is better than cure.” Desiderius Erasmus “An ounce of prevention is worth a pound of cure” Benjamin Franklin

3. 2015 Office Practicum User Conference What Types of Recalls Are Available ▪ BF Preventive ▪ Vaccines ▪ Care Plan Recalls

4. 2015 Office Practicum User Conference Demographic Analysis/Recall Report The Demographic Analysis & Recall Report: ▪Allows you to create an initial List of Patients ▪ Based on either “No date restriction” or “At least one visit since” ▪Further filter the list for what is due

5. 2015 Office Practicum User Conference Closer Look... BF Preventive Recalls Use OP Demographic Analysis and Recall Report to see who is due ●Care Plan Recall ○From Recall plan, select Bright Future Preventive ■Send via preferred method listed on Contacts in Register

6. 2015 Office Practicum User Conference Closer Look... Vaccine Recalls Use OP Demographic Analysis and Recall Report to see who is due ●Vaccine Status Recall ○Choose a Forecast Status ○Choose a Vaccine group or “ALL” ■Send via preferred method listed on Contacts in Register

7. 2015 Office Practicum User Conference Closer Look... Care Plan Recalls Use OP Demographic Analysis and Recall Report to see who is due ●Care Plan Recall ○Choose a Recall Plan ○Can further filter for individual Recall item ■Send via preferred method listed on Contacts in Patient Register

8. 2015 Office Practicum User Conference Sending Recalls What are the options for sending Recalls? ●Manual phone calls ○Print the Grid. Phone numbers are listed -OR- ●Use Patient Message Exchange to send Recalls per preference listed on Contacts in Patient Register ○Automated Telephone ○Automated Email ○Automated Text Message ○Automated Paper Mail

9. 2015 Office Practicum User Conference Patient Message Exchange 1.Do you have it? 2.Is it enabled?

10. 2015 Office Practicum User Conference Let’s Take a Look! Demonstration

11. 2015 Office Practicum User Conference Discussion How Often Should I Run Recalls? Some Deciding Factors: ●Type of Recall ●Provider Schedules (how far out are they booked) ●Time

12. 2015 Office Practicum User Conference Action Items Next Steps: ▪ Decide who will be responsible ▪ Implement/Review OP Care Plans in your practice* ▪ Update preferences in Contacts in Patient Register for “Recalls” ▪ Start Using Patient Message Exchange to streamline the process *For more information on Care Plans: ●Visit OP Help ●Attend Beyond the Basics Webinar “Care Plans” ●Contact OP Support/Customer Advocate

13. 2015 Office Practicum User Conference For More Information: To learn more about Patient Message Exchange Search OP Help Topics: “Patient Message Exchange” OP Help: Patient Message Exchange Contact OP Support or Your Customer Advocate: (800) 218-9916

14. 2015 Office Practicum User Conference Thank you for attending! We are here to help

15. 2015 Office Practicum User Conference We want your feedback!