Booking Recalls from the To Depart Bar

Patients who have no planned future treatments may be configured for Recall, and the recall booking prompt appears in the Departure Task List.

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Requirements for Recall actions to display in the Departure List:

• Recalls must be specified as actions in the Appointment Workflow Wizard.
  See Configuring Recall Appointments.

• The patient requires a recall appointment to be booked.

• There are no planned or scheduled future treatments for the patient. Only after a patient's last treatment is completed will that patient become subject to Recall, so in the Departure List you will never see both Appointment and Recall tasks. 

Be aware of these points:

• You need to consult with the patient for the recall appointment.

• All actions are audited per day, so your Recall scheduling must be done on the same day that it appears in the Departure List or the software will record it as a failed action in the Appointment Workflow Compliance Report. If you are forced to postpone your Recall scheduling for a patient,

  • You have the option to Follow Up, for which it would be ideal to follow up later in the same day so that the scheduling action is recorded as a successful action in the report.

  • You have the option to type a Reason for the postponement, and this reason will appear in the report.

To schedule a Recall appointment

The functionality is the same as for scheduling Appointments, including:

• Hover your mouse cursor over the hyperlink to see details of the Recall.

• Drag the Recall Appointment directly into the appropriate time in the Appointment Book.

• Click the Search icon to open the Appointment Time Search window, pre-populated with first available times, from where you can book the appointment.

• Click the "1st available" hyperlink to display that date in the Appointment Book (then drag the Recall Appointment into the book)

• Click the Exit button to mark this appointment as complete and remove the patient from the Departure List. For consequences and a detailed procedure see Marking an appointment as Completed.

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