Marketing Reports

You can print reports that identify patients who are due for annual eye exams or recalls so that you can contact these patients and increase patient retention.

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

This section includes:

Generating the Scheduled Recall Report
Printing Mailing Labels for Recall Correspondence
Printing Recall Letters and Postcards
Generating the Recall by Last Exam Date Report
Generating the Patients With No Recall Report
Generating the Referral Source Tracking Report