Using Additional Modules, Products, and Services > Additional Modules > Using the Zuelke Financial Module > Using Zuelke Financial Module Reports

Using the Recall Monitor Report

Use the Recall Monitor report to view details regarding financial ratings, current status, start dates, and other information pertaining to patients that have recalls.

• Before running the Recall Monitor report for the first time, you must configure Recall Procedures  in the Zuelke Monitor.

To generate the Recall Monitor report:

1. From within the Zuelke Financial Module, select Recall Monitor. The Recall Monitor pane is displayed.

2. In the Month(s) to Print area, select the date range you want to display from the Print between field and the And field.

3. From the Doctor(s) drop-down list, you can select <All Doctors> to display Recall Monitor information for all doctors in your practice, or you can select an individual doctor's name to display Recall Monitor information for a specific practitioner.

4. From the Location(s) drop-down list, you can select <All Locations> to display Recall Monitor information for your entire practice, or you can select an individual location to display Recall Monitor information for a specific office.

5. From the Tx Coordinator(s) drop-down list, you can select <All Tx Coordinator> to display Recall Monitor information for all staff members who coordinate treatment, or you can select a specific treatment coordinator to display Recall Monitor information for an individual.

   • You can click Archives to display the Archives window. This window displays a list of previous Recall Monitor reports. Double-click a report to view it.

6. Click Print. The Recall Monitor window is displayed. It includes the following details:

7. Financial Rating

8. Patient Age

9. Current Status

10. Recall Date

11. Records/Consult/Start Dates

12. Next Recall Date

13. Return months

14. NoTx

15. Dentist

16. Office

17. Doctor

18. Treatment Coordinator

19. Assistant

7. Click Print to generate the report.

 

Related Topics

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Using the Patient Detail Comparison Report

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Using the Referral Source Monitor Report

Using the Zuelke Practice Monitor Report