Patient Recall Setup

Patient Recall Setup

In the Family Module, double-click on the recall grid at the upper right.


The following dialog will open.


Set Perio / Set Prophy

The "Set Perio" button lets you quickly toggle a prophy patient to a patient or back again. If the patient is a perio patient, you MUST set them as a perio patient by manually clicking this button.  Just completing a perio procedure is not enough to trigger a perio recall. "Prophy" and "Perio" are mutually exclusive.

Edit Recall

To edit an existing recall, double-click the recall type. The following dialog will open.


Always Disabled

The recall can be disabled by placing a checkmark in the "Always Disabled" box or by entering a balance to disable until the account balance is below the set balance or until after the set date.

Actual Due Date

Actual Due Date can be changed from within the "Actual Due Date" field.

Recall Interval

Recall Interval can be changed under "Recall Interval".

Administrative Note

Administrative notes can be entered in the "Administrative Note" field, keep in mind this note will be deleted every time the recall gets reset.

Add Recall

  1. Add a recall by clicking on the "ADD" button within the "Recall for Patient" dialog.
  2. Select the recall type by clicking on the down arrow button in the "Type" field.
  3. Enter the actual due date in the "Actual Due Date" field.
  4. Set the recall interval under "Recall Interval".
  5. Click the "OK" button when done.
Once you have recall set up for a patient, it will show in the Recall List from within the Appointment Module. From there, you can print postcards, make phone calls, send e-mail, etc. You can also schedule a recall appointment from the Make Appt button on the right of the Appointment Module.