Recall Appointments

You can schedule recall appointments for patients that do have not a specific upcoming appointment, such as patients due for annual retainer checks and pre-treatment exams, to help prevent them from falling through the cracks.

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Click to OpenSchedule a Recall Appointment

  1. Click to OpenOpen Recall Appointment window - You can open this feature in multiple ways: Use the method that's most convenient for you.

  2. Click to OpenRecall Appointment Details - Enter the procedure and date, and optionally the doctor, office, and assistant to assign to this recall appointment. You can also assign a reminder to appear with this recall appointment.

  3. Click to OpenProcess Scheduled Appointments - (Available only if needed.) If the patient has other appointments scheduled, you are prompted to process those appointments To keep the additional appointment as-is, select the Made processing option.

  4. Click to OpenFinish - Click Appoint to finish scheduling the recall appointment.

Click to OpenMore Information

View Scheduled Recalls - You can view a patient's scheduled recall appointments from the Appointment History. See "Patient Appointments Panel" for details.

Recall Report - Run a Recall appointment report to obtain a list of patients with recall appointments during any range of dates. The report includes the patient name, nickname, status, procedure, phone number, office, doctor, and age. See "Recall Appointment Report" for details.

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. See "Patient Appointments Panel" for details.

Automate Scheduling Recall Appointments - Use the Make an Appointment workflow activity to open the Smart Scheduler or Recall Appointment window for the patient whenever the activity is triggered by a workflow. See "Workflow Activities" for details.

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