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Setting Up Workflow Recall Appointments

Owned by Craig Obee, created
Last updated: May 25, 2021 by Richard Harris
2 min read

When a patient finishes treatment EXACT can prompt, via the appointment workflow, for the recall appointment to be booked in advance. Recall appointments are for patients who have no further planned treatments.

This configuration is only for practices that aim to book recalls immediately after treatment, before the patient leaves the premises.

Patients who have no planned future treatments can be scheduled for Recalls by the Receptionist.

Dentist Recall:

Hygienist Recall:

Co-duty Recall:

To configure Treatment Completed departure tasks

Go to Configure-> Practice Settings, make sure “Enable Appointment Workflow” is ticked and click the Spanner button.

Tick ‘Book a Recall Appointment for Treatment Complete Patients’

 

Click Next to move onto the next configuration window.

 

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