Scheduling Appointments > Using Instant Recall

Scheduling Instant Recalls for Patients with Set Recall Procedures

To schedule an instant recall appointment for a patient who has a set recall date:

1. From the Patient List window, select a patient, and select Appointments from the Options section of the Express bar or the Options menu. The patient Appointments window is displayed.

2. Select Instant Recall from the Options section of the Express bar or the Options menu. The next recall date is displayed in the Daily Appointments window. The date is based on the recall frequency entered on the Appts/Recall tab of the patient’s record and the date of the patient’s last recall procedure.

Example:Example:If the frequency of recall is six, the date is the first available slot after six months from the last time a transaction was posted for this procedure.

• If your practice has a user-defined recall in addition to the normal recall, select the type of recall to schedule. If you cannot remember which recall type is due, click Next to schedule the next recall that is due.

3. Select an option:

4. If the day and time are acceptable to the patient:If the day and time are acceptable to the patient:Skip to number 4.

5. To display the next available time slot:To display the next available time slot:Click Next Slot or select it from the Options section of the Express bar.

6. To display the previous available time slot:To display the previous available time slot:Click Prev Slot or select it from the Options section of the Express bar.

7. To display the next day:To display the next day:Click Skip Day or select it from the Options section of the Express bar.

8. To display the previous day with an available time slot:To display the previous day with an available time slot:Click Prev Day or select it from the Options section of the Express bar.

4. When you have found a suitable slot, click Make Appt on the toolbar to schedule the appointment.

5. Click Close.