Generating the Recall by Last Exam Date Report

The Recall by Last Exam Date Report lists patients who have invoiced exams and a Last Exam Date recorded in their demographics record and who meet the criteria that you select. You can use this information to contact patients for recalls.

Only staff and providers who have the Marketing Reports security setting selected can access this report. For more information, go to Setting Up Your Resources (Providers, Staff, and Office Resources).

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Marketing Reports.
  3. Click Recall.
  4. Click + Recall by Last Exam Date.
  5. Enter the Recall Description.

    The description can be anything you choose.

  6. Enter the date range to print, or select dates from the calendar.
  7. Select an exam type and condition from the Filter By Exam Type drop-down lists.
  8. To include only those patients who have an active email address in their profile, select Email Only?.
  9. If you recently converted to Eyefinity Practice Management from another system and want to include all patients converted from your old system who have a Last Exam Date, but do not yet have invoiced exams, select Include Converted Last Exam Dates.
  10. Click Run Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.