Setting Up Recalls

The recall process enables you to create and send template-based letters to patients. AcuityLogic includes the following recall categories:

  • Schedule recalls are set up in AcuityLogic Admin and assigned to specific patients in AcuityLogic POS.
  • Batch recalls are created and run in AcuityLogic BackOffice.

All recall letters are created in AcuityLogic Admin and printed in AcuityLogic BackOffice.

This section explains how to set up schedule recalls in AcuityLogic Admin.

For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.

Topics include the following:

To assign recalls to patients in AcuityLogic POS, see Managing Patient Recalls.

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