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Overdue Recalls

The main Premvet 5 system will recall all clients that are due to have work done during a specific period (normally monthly). However if the client ignores the recall letter then they will not be recalled. The overdue recall option is designed to deal with these clients. This option will scan the selected clients and printout a list of those clients that have not been into the practice for the treatment that they were originally recalled for.

Overdue recall will only generate a list of clients meeting the criteria specified and will not normally generate the standard recall letter. However, the results of the report can be stored to a file so that the that you can send letters to these clients using the merge printing process described above.

When selected the screen will display:

1.. Client range           : From 1 to 1000
2.. Recalls will be        : File under  : text/overdue.dat
3.. Client type            : All
4.. All Recalls            : Yes
5.. Vaccination (type 1)   : Yes
6.. Other                  : N/A
7.. Status codes to ignore : DD
8.. Blank Recalls          : Excluded
9.. List if overdue by     :     6 weeks
10. Ignore if greater than :     9 weeks
11. Ignore if interval='0' : Yes
12. Inc. only feline/canine: Yes
13. Ignore animals older   : Ignore

The options break down are as follows:
  1. The range of client numbers to scan.
  2. The recalls can be displayed, printed or filed.
  3. Which client types (SA, FC, EQ).
  4. Include all the recalls
  5. Include just vaccination (type 1) recalls
  6. Specify which of the other recalls to use.
  7. Ignore specific status codes.
  8. Whether recalls that contain a blank date should be included.
  9. Report clients whose recalls are overdue by x weeks (or more).
  10. Ignore clients where the recall if greater then x weeks.
  11. Include/Ignore clients whose recalls interval is set to 'Zero'
  12. This will ignore animals where the recall is overdue by this amount.
  13. Limit the report to animals where the species if Feline or Canine.
  14. You can restrict the listing to animals UNDER a specific number of weeks old. This allows you to generate a report such as:

    All dogs under 20 months old who are over due by at least one month but not more than 2 years overdue for a recall.

Note: If you include blank recalls then you will find a large number of clients printed. This could be caused by:

It is a good idea to run the blank recalls option every so often to catch operator errors which might otherwise result in lost income.

To store the output of the program onto a file on the disk, select Option 2 (Recalls will be) and select the 'F'ile option.

Once you have stored the file to disk, you can create a merge printing run in exactly the same way as the 'Client Lists' file type described above.


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