Setting Office-Wide Recall Defaults

To set office-wide recall defaults:

  1. Select File > Preferences > Recall defaults.  The Office Wide Recall Defaults window is displayed.

  1. Select the appropriate recall cycle, default producer, and default time units that will be assigned to new patients.

  1.  Enter the number of days for the Family Recall Reminder.

  2. Click OK.

 

Related Topics

Configuring Treatment Classes

Configuring Appointment Books

Setting Up Employees

Adding Locations

Setting Up Appointment Books

Customizing Medical Alerts

Setting Office-Wide Insurance Estimating

Setting Up Referral Sources

Setting Up Pharmacies

Setting Up Prescription Drugs

Setting Up Laboratories

Setting Up Automatic Adjustment Codes