Recalling Patients > Setting Up Recalls

Setting User-Defined Recalls for a Patient

You can recall patients for non-routine procedures like orthodontics, customize the User-Defined Recall information for each patient, and override the default frequency, codes, notices, and time units.

If you do not select a code that triggers a recall or an explosion code, the Perio date is not reset when the patient keeps a recall appointment, and the patient record remains overdue for recall until you manually change the date.

To set a User-Defined Recall procedure for a patient:

1. Select List > Patient. The Patient List window is displayed.

2. Double-click a patient. The patient record is displayed in the Patient window.

3. Click Recall. The User-Defined Recall information is displayed in the Perio section.

4. Select an option:

5. To set the User-Defined Recall frequency for the user:Type a frequency in the Frequency field.

• If you change the name of your User-Defined Recall system, the name of the Perio field and Perio section in the Patients window change.

• To set a different User-Defined Recall procedure:Select the Code drop-down list. The ADA/Transaction Codes window is displayed. Double-click a User-Defined Recall code. The code is displayed in the Code drop-down list in the patient record.

• To set the number of time slots the User-Defined Recall procedure requires in the scheduler:Type a number in the TU field.

• If you update the notices sent count when running the User-Defined Recall report, the value in the Notices field is updated every time a recall notice is sent to the patient. If this option is not selected when running the Recall report, the value in the Notices field is always 0.

If any procedures selected in the User-Defined Recall System section of the Recall Settings window are posted for the patient, a recall is triggered.

5. Click OK.

6. To generate a list of overdue patients, run the User-Defined Recall report.

6. Click Close.