Using the Ortho Recall List

Related Training

When an ortho treatment status is designated Requires Recall, patients assigned that status are automatically added to the Ortho Recall List.

To use this list:

Select Location > To Do > Ortho Recall List.
Use the filters to refine the list based on Treatment Status or Recall Dates.
Select a patient in the list. Additional information is displayed.
To change the status, manually change the recall date, or add notes, and click Update Ortho Tx Status.
To create an appointment for the patient, click Schedule Appointment.

Note: Scheduling a new appointment does not automatically update the patient’s ortho treatment status or remove the patient from the list. You must still update the ortho treatment status. To remove the patient from the list, update to a status that does not require recall.