Working with Reports > Creating Schedule Reports

Printing the Recall List

To print the recall list:

1. From the main menu, select Reports > Schedule > Recall List. The Print Recall List window is displayed.

2. The Recall List window includes the following sections:

3. Recall Date

   Select one of the following options:

   • Month/Year

   • You can select the option to include open recalls.

   • Alpha

   • All Alpha Recalls

4. Recall Type

   Select one of the following options:

   • All Recall Types

   • Specific Recall Type

   • You can select the option to include addresses.

5. Location

   Select one of the following options:

   • All Locations

   • Specific Location

6. Doctor

   Select one of the following options:

   • All Doctors

   • Specific Doctor

3. Click Print. The Recall List interactive preview window is displayed. You can click any of the following columns to sort the list by that category:

• ID

• Name

• Selecting a patient name launches the chart.

• Code

• Type

• Comment

• Status

• Location

• Doctor

• Notes

• Selecting a note enables you to edit or enter a note for a specific patient. To save notes for cancelled recalls and display them in patient tracking, select the recall option.

4. Click Print. The Recall List window is displayed.

5. Select from the following printing options:

6. Print Report

7. Preview Report

8. Export Contents

9. Selected Printer

10. Paper Source

11. Number of Copies to Print

• To display your saved changes to comments, notes, and sort order, select Preview Report.

6. Click OK.

Related Topics

Creating Schedule Reports

NoShow Report

Printing Recall Cards