Ava has a specific set of requirements when it comes to suggesting patients for each different followup sequence.
It's important to note that EVERY one of these requirements must be met by the patient in order for Ava to consider them for the followup category they may fall under.
Here are the requirements that each patient must meet in order to be suggested for Followup:
New Lead
1. Can't have any appointments in the database
2. Must have the right treatment status
No Show
1. Must have an appointment in the database
2. Must have the right treatment status
3. Must not have a scheduled appointment in the future (or today)
4. Must not have any completed appointments in the past
5. Must have missed appointment within last 30 days
Recall
1. Must have the right treatment status
2. Must not have any scheduled appointments in the future
3. Must have a recall date in the database
4. Recall date must be within 30 days of today (either in the past or future)
Pending
1. Must have the right treatment status
2. Must have at least one appointment in the database
3. Must not have a scheduled appointment in the future
4. Must have a last visit date
5. Last Visit Date must be within the last 30 days
Note: Ava only pulls appointment history for the last 30 days for any given patient.