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

Click the Configure Recalls button:

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 https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1017905218

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