Using the Recall List

Related Training

Use the Recall List to identify patients whose next recall appointment has not yet been scheduled.

To access the Recall List:

From the Location tab, select Appt Worklists > Recall List. The list is displayed.
Use the Filter List options to refine the list of patients displayed.

Note: You can click the column heads to sort the list by name, due date, provider, location, and so on.

From this list, you can:

Select a patient to expand details, contact the patient, schedule an appointment, or add a note.
Patients remain on the list until their next recall appointment is scheduled.
Select one or more patients in the list to send Recall Reminders.
Click Print Letters or Send Emails to access the corresponding Recall Reminder template for the selected patients.
Patients without an email address are added to the Print Letters category, and those with an email address are in the Send Emails category. The total selected for each category is displayed.
Click Export Recall List to generate a .PDF file of the list using the current filters.
Click Go To Recall Settings to adjust the practice defaults.

Setting Recall Defaults

You must have Administrator permission to edit these settings.

To set or edit Recall defaults:

On the Location tab, select Appt Worklists > Recall List > Go to Recall Settings.
In the Recall Settings window, select Edit Recall Settings. The fields become active.
Select Set New Patients as on Recall if you want new patients to automatically be placed on the Recall worklist.
In the Recall Basis field, select whether procedures or appointment types are the trigger to determine the appointments designated as Recall appointments.
Define the default Recall cycle in weeks, months, or years.
In the Procedure Code or Appointment Type fields, based on the Recall Basis selection, enter information.
Select the Date Grouping (Time Range) defaults that determine due-date categories displayed at the top of the Recall List.
In the Email Reminders and Mail Reminders sections, select the correspondence templates to use when contacting patients on the Recall List.
Click Save.