Contact, Remind, and Recall Patients and Families

Training Videos

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  • Quickstart: Recalling Patients

    You can use recaller to find and contact patients who need flu shots, patients due for physicals, or any other subset of your patient population. Running recaller works the same way regardless of your goal. Follow the procedure below.
  • PCC’s Tools to Remind, Recall, and Contact Patients

    PCC software has built in tools for contacting patients and families automatically, by form letter, phone, e-mail, or text message.
  • The Patient Notification Center

    The Patient Notification Center (notify) is a powerful tool for contacting patients and families. You can set up recurring or one-time notifications, and PCC will deliver messages to your patients automatically through our partnership with TeleVox (West), either by phone call, text message, or e-mail.

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  • Other Phone Vendor Integration Options

    Partner's built in Patient Notification Center interfaces with TeleVox and manages automatic notifications.
  • Export Patient Lists for TeleVox (West)

    TeleVox is a vendor that can automatically contact your patients by phone, text, or e-mail. The instructions below will show you how to create a list of patients and transfer them to your PC or directly to TeleVox.
  • Export Patient Lists for PhoneTree

    PhoneTree is a vendor that can automatically contact your patients by phone. The instructions below will show you how to create a list of patients and transfer them to your PC for use with the PhoneTree program.
  • Exclude Patients from Recaller and Notify

    Patients and families may request that you do not call them or send them e-mails with appointment reminders or recall reminders.
  • Create an Appointment Reminder Notification

    Follow the procedure below to edit or create an Appointment Reminder notification in the Patient Notification Center (notify).
  • Create a “Due for a Visit” Notification

    Follow the procedure below to edit or create a "Due for a Visit" notification in the Patient Notification Center.
  • Review the Notification Log and Canceled Appointments

    Partner records details whenever the Patient Notification Center prepares and sends a batch of patient notifications. If you use notify's patient response features, Partner also records whether the patient confirmed or canceled the appointment when they received the notification.
  • The Patient Recaller
    • Recaller Output Reference

      After selecting criteria or restoring a saved Recaller report, use the Output screens to specify what you will generate with the Recaller results. You can create patient lists, form letters, mailing labels, or a subtotal report.
    • Recall Patients for Physicals

      Reminding patients and families about their physicals is good for your patients and good for your practice. The Recaller can produce phone lists, form letters, and mailing labels for patients who are overdue for a physical or have a physical due date coming up soon. For more information on using the Recaller, read the Recaller Quickstart.
    • Quickstart: Recalling Patients

      You can use recaller to find and contact patients who need flu shots, patients due for physicals, or any other subset of your patient population. Running recaller works the same way regardless of your goal. Follow the procedure below.
    • Save and Restore Recaller Settings

      You can save, and later restore, complex sets of report criteria for the Recaller. The Recaller has a wide range of criteria, with thousands of possible criteria combinations. After setting up a recall report, you may wish to save the criteria. When you return to the Recaller later, you can restore your old criteria, tweak any slight adjustments (such as a date range or type of patient to recall), and re-run the output.
    • Recaller Criteria Reference

      When you run the Recaller, you begin by adding one or more criteria to limit the output. The criteria determine which patients will be part of your recall.
    • The Patient Recaller

      The Patient Recaller (recaller) is a report that can create custom call lists, form letters, and mailing labels for your patients and families. You can create custom searches using thousands of possible criteria combinations, and the Recaller will help you contact those different groups of patients.