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Recalls Tab

Owned by Craig Obee, created
Last updated: May 24, 2021 by Richard Harris
3 min read

This tab displays a list of all patient recalls at the practice, the same information which can be found under Administration->Recalls. More information on how to add tabs onto the appointment book can be found here - https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302186750

Adding Recalls to Appointment Book Slots

NOTE: This does not apply to automated recalls, for which appointments may be confirmed without user intervention.

  1. Double-click the Recall Date in the Recalls Tab to display details for the Recall:

    This shows the duration of the appointment needed (taken by default from the services configuration), the service type, and the last seen Provider. Ideally your appointment should be to this same Provider for this duration. The service type may be important for booking if your Practice groups services by dates and times.

  2. Locate an available slot in the Appointment Book to match the Provider in the recall (Dentist or Hygienist). Note that EXACT won't let you add a Dentist booking to a Hygienist Provider, or vice versa.

  3. Drag the recall date from either the Dentist or Hygienist column in the Recalls Tab, and drop it in the slot. >>
    The Patient details will show in the appointment booking, and the recall will show as "Booked" in the Recalls Tab:

 

Cancelling Recall Appointments

A Recall that you have booked as an appointment shows an occupied appointment slot, and a "Booked" status in the Recalls Tab:

  1. To cancel this booking, click to select it in the Appointment Book, and then click the Cancel button at lower right of the screen:

  2. Click Yes to confirm in the confirmation screen:

  3. Use the selector controls to add a Cancellation Reason, and then click OK:

  4. Type Notes if necessary, and then click OK:

The appointment slot again becomes available, and the Recall reverts to its previous status in the Recalls Tab:

(Note how in this example the Recall has reverted from "Booked" (green) status back to "Failed" (red) status. This happens when an appointment date is missed and the appointment is not moved on. A Booked status only applies when it assists in the future)

 

 

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