Working ahead on the Retention Calendar

Working ahead on the Retention Calendar

If you are going to work ahead there are a few things to keep in mind: 
  1. A pawprint alert () represents any pet with reminders past due/coming due within the next 30 days. If an appointment is scheduled for Fluffy for a year from now and Fluffy currently has reminders past due, a pawprint for Fluffy will appear in the forward booked appointment for Fluffy because he still does not meet the requirements for satisfying a pawprint (schedule appointment within the next 7 weeks OR update the reminder due dates so the pet is no longer past due).
  2. You can work on pawprint alerts as far in the future as you would like as long as the appointment to satisfy the pawprint is created before the pawprint appointment happens. That appointment must be scheduled to occur within 7 weeks of the original appointment that the pawprint appears on.
There are also a few constraints for resolved alerts to 'count' in the statistics:
  1. The pawprint must have been resolved at least 2 hours after the appointment that created the pawprint alert. Remember, the alerts are used as a tool to help your practice capture alerts that would have otherwise been missed. If a receptionist schedules an appointment for Fluffy and then an hour later the client calls back and asks if they can also schedule an appointment for Fido, the pawprint alert for Fido on Fluffy's appointment would not count. The alert would be invalidated and removed from the Retention Calendar.
  2. Alerts must be resolved no more than 7 days before the Pawprint appointment.  For example, a client comes in today and they forward book an appointment for Fluffy for 6 months from now and Fido has a pawprint on that appointment. The client then calls back to back to make an appointment for Fido for tomorrow. That appointment does not satisfy the pawprint on the forward booked appointment 6 months from now. Prior to 7 days, it will be removed, and within 7 days, it will be satisfied.