Located on the middle right of the Patient Record is a summary of the patient's last visits.

If the patient has a Spectacle prescription created at an appointment, or a clinical record is completed, then a summary line will be created in this box. It will display the appointment type 'Eye Exam' followed by the date the patient was seen to create this prescription, the date the patient is due for another visit, and the Recall Scheme this patient is on.

If the patient has a Contact Lens prescription created at an appointment, or a clinical record is completed, then another line will appear in this box. It will display the appointment type 'CL Visit' followed by the date this Contact Lens clinical record or prescription was created, the date the patient is due to be seen again and the recall scheme the patient was put on.

If the patient comes in for an appointment that is neither an Eye Exam or a Contact Lens Visit, for example a Dry Eye Check, and a clinical record of type 'Other' is created, then this will also be summarised in this box.

When a patient becomes overdue for an appointment, then the due date of that appointment type will be red, as shown in the example above.

Also, when you search for a patient in the Patient Search box, the patient's Next Due date can be seen here. This will also turn red when the patient is overdue for their appointment.

More information about the patient's recall can be veiwed on the 'Comms' screen. To access this screen, click on the 'Comms' button at the bottom left of the Patient Record. The number displayed on this button shows the number of recall communications that are active for this patient.

When the Comms screen loads it will look like this.

All of the available Recall Schemes a patient can be assigned to are displayed in the left-hand column. The Recall Schemes the patient has been assigned are highlighted in red at the top of this list.

Preceding the name of the Recall Scheme is an abbreviation of the type of recall the patient is on. These are as follows:

• [ST] is added to the front of the Sight Test or Eye Examination recalls.
• [CL] precedes all the Contact Lens recalls.
• [OTH] precedes recalls that are assigned to 'Other' exams such as Dry Eye.
• [MISC] precedes recalls that are assigned to none of the above schemes.

The patient can only be assigned to one Sight Test, one Contact Lens and one 'Other' recall, but they can be assigned to multiple Misc recalls.

The top right-hand box on this page shows the next communicaton that is due to go out to the paitent for each of their assigned Recall Schemes.

Each line shows the following:

• The Recall Scheme Name.
• Sequence number - this is the number of the stage that they are on for their recall reminders - Sequence number 1 would be their first stage and therefore would be the first communication to be generated from the system to remind the patient that they are due for an appointment. Sequence number 2 would be the second stage and therefore the second communication that the system generates to remind the patient that they are due for an appointment and so on.
• Date to Send - this is the date that the communication is due to go out. As this is the send date of the recall rather than the due date of the appointment, it is normal for this date to be slightly different to the due date shown on the front of the patient record.
• Communication Stage - this is the name that the stage has been given in the Maintenance module.

If need be, the stage number and date can be edited by clicking the 'Edit' button next to the communication you want to edit.

Clicking the 'Edit' button will bring up the following pop-up.

To edit the Stage, you can click the drop-down and select the stage that you would like to change to. To edit the Date to Send, you can click the drop-down and select the date you would like the communication to be sent out.

The main reason to manipulate a send date is after a patient has received their first communication and may want to delay their second reminder due to a holiday or hospital appointment.

The Communications Sent box shows information about the communications that have already been sent to the patient.

Stopping Recall Communications

There are two ways to stop i-Clarity from sending recalls to a patient.

The first way is by ticking the 'Stop All Recalls' box on the Patient Record. Whilst this box is ticked, no recalls will be sent out from the system. It is worth noting that this tick box is never automatically unticked by the system. So all future recalls will be stopped until the box is unticked.

You can check at any time which patients have this box ticked by running a Patient report. Go to Reports, Patients, Patients Details and in the Filters section under Patient Recalls, tick the 'Stopped' box and change the drop-down box to 'Yes'. Then run or export the report.

The second way to stop a recall from sending is to remove it from the Communications Pending box on the 'Comms' screen. To do this, just click the 'Delete' button next to the communication you want to stop.

If the Communications Pending box is empty, then there are no recalls to be sent. However, when a patient attends their next appointment and a new recall scheme is assigned to their record, this box will be repopulated and the patient will receive a recall when they are next due.

Stopping Marketing Communications

If you want to stop Marketing communications for a patient, this can be done by ticking 'Stop Marketing' on the Patient Record.

Ticking this box will stop the patient appearing in the Marketing module for all communication types.

However, when the 'Search Patient Database' and 'Ignore Communication Preference' options are selected in Marketing, the patient will receive marketing communications.