Watch video tutorial. (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)
Schedule Recall Appointments for patients that do have not a specific appointment scheduled, such as annual retainer checks and pre-treatment exams, to help prevent them from falling through the cracks.
Watch video tutorial. (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)
Open a patient folder > Patient ribbon bar > 
Schedule recall.
Procedure - Choose the reason for the recall appointment. Note that only procedures flagged as "recall" in your Appointment Procedure List will appear here.
Date - Enter a date for the recall appointment.
Doctor, office, assistant (Optional.) - Select the doctor, office and chair-side assistant to schedule with this recall.
Reminder (Optional.) - Select a reminder to appear with this recall appointment.
Review & process scheduled appointments - If the patient has other appointments scheduled,
Finish - Click
View scheduled recalls - You can view a patient's scheduled recall appointments from the Appointment History.
Process recall appointments - When you schedule a regular appointment for a patient with a recall appointment,
you are prompted to process the patient'
recall appointments. You can also process recall appointments individually from the patient's Appointment History.
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