Setting when the Recall will Advance

Making sure the recall advances will ensure we get the patient back in the chair at the right time and can be set in the Manage Recalls Configuration section. This can be set to be updated at every appointment or when a particular service is carried out.

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.

At the bottom of this window is the Advancing Recall Date section and has 3 options you can set it to:

• At Every Appointment: This is an informal arrangement. The Provider simply wants to see patients at regular intervals after treatments. So if a patient has a course of treatments ranging across a month, the final recall date will be set after the last treatment.

• If the recall date is overdue or is in the next 30 days: This is where you set a recall date, the patient comes in, and when they have the appointment, the recall date gets moved on. If they have further treatment, it doesn't get moved on because the recall date is not yet overdue. This maintains the regular, interval-based recall cycle, even if patients have further treatment within that cycle. The period (such as 30 days) acts as a buffer during which recall considerations are ignored.

• If one of these services was completed: Once selected you can choose which services using the Insert Recall Type service into the list button

  You can also remove services from this list here as well. 

  With this option, a recall is only created when one of a specified number of services has been completed (you can have multiple other appointments with no recalls triggered). For example, you want to do exams every 6 months regardless of other treatments, so you set recalls based on a list of possible services at those exams only.

Once set click ok.