The Recalls Breakdown Report provides a summary view of recalls by status based on the due date. It helps track a provider’s effectiveness in managing patient recalls and identifies the recall performance of each location. This report displays real-time data.
Use Cases
- Analyse how effectively a provider manages patient recalls.
- Evaluate recall performance by location to understand your effectiveness in generating recurring revenue.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The Recalls Breakdown Report provides a high-level overview and allows you to drill down further into the values through an actionable list.
Let us explore the filters:
| No | Filters | Description |
| 1 | Recall Due Date* | Choose to focus the report on recalls due within the selected date range. *By default, MTD is selected. |
| 2 | Group By* | Choose to group the report either by Location, Provider, or both. * By default, the report is grouped by both Location and Provider. |
| 3 | Location | Choose to focus the report on selected locations. |
| 4 | Provider | Choose to focus the report on selected providers. |
| 5 | Provider Type | Choose to focus the report on a specific provider type. |
| 6 | Recall Code | Choose to focus the report on specific recall codes. |
| 7 | Patient Flag | Choose to focus the report based on the patients with the selected patient flags. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 10 Treatment Locations or a date range exceeding 3 Months will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result
Now, let us take a look at the results of the Recalls Breakdown Report.
- Due Date by Month: The month the recall is due.
- Location: The location against which the recall has been assigned.
- Provider: The provider against which the recall has been assigned.
- Provider Type: The provider type of the provider against which the recall has been assigned.
- Total Recalls: The total number of recalls tagged against the location/providers.
- Scheduled: The number of recalls which are in 'Scheduled' status.
- Unscheduled: The number of recalls which are in 'Unscheduled' status.
- Overdue: The number of recalls that are in 'Overdue' status.
- Do Not Recall: The number of recalls that are in 'Do Not Recall' status.
- Broken: The number of recalls that are in 'Broken' status.
Click on the blue-coloured entries to view more information on the corresponding entries.
If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.
To enable permissions for the Recalls Breakdown Report:
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Click the toggle for Generate Recalls Breakdown Report under Operational Reports to enable the permission.
- Click Save.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customise reports to meet specific needs.