Automatically Setting Patients to Do Not Recall

Sometimes practices do not want to recall patients. This could be if they belong to a certain payor or are marked as a referral patient.

There is an option to mark patients recalls as Do Not Recall automatically based on a criteria and can be done from the Manage Recall Screen.

Go to Administration->Manage Recalls

Open

Click the Configure Recalls button:

Open

In the Recall Parameters screen, double-click either Dentist or Hygienist Recall Type (in this example it is Dentist) to open the Edit Recall Type window.

In the Edit Recall Type screen , click Advanced Settings

The Edit Recall Type Advanced Settings screen displays:

 Click in the Do not recall patients who match box. This will allow to select a query template. If you need to create a new query you can find out here Creating and Editing Patient List Queries

Click Ok and Ok again to save these changes. This must be set for each recall type (dentist and hygienist).