Recalling Patients > Scheduling Recall Appointments

Using Go To Recall Day

Use Go To Recall Day to recall a patient who does not have a recall procedure associated with his patient record.

To use Go To Recall Day:

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. Select Appointments from the Options section of the Express bar or Options menu. The Patient Appointments window is displayed.

4. Select Go To Recall Day from the Options menu. The Go To Recall Day submenu is displayed.

5. Select an option:

6. To schedule the patient for a normal recall appointment:To schedule the patient for a normal recall appointment:Select Last Exam from the menu.

7. To schedule the patient for an user-defined recall appointment:To schedule the patient for an user-defined recall appointment:Select Perio from the menu.

8. To schedule the patient for the next recall appointment:To schedule the patient for the next recall appointment:Select Next from the menu.

• If you change the name of your Normal Recall or User-Defined Recall system, the submenu command changes. For example, if the name of your User-Defined Recall system is Ortho, select Instant Recall > Ortho.

6. The Daily Appointments window, or Daybook, is displayed.

7. Search for and select a date and time slot and click Make Appt. A message asking if you want to make the appointment is displayed.

8. Click Yes. The Appointment Card window is displayed.

9. Select the recall procedures from the Code drop-down list.

10. Click OK. The Daily Appointments window is displayed.

11. Click Close. The Patient Appointments window is displayed. The unconfirmed appointment is displayed in red text.

12. Select an option:

13. To print the appointment:To print the appointment:Select Print Appointments from the Options menu. The Output Options dialog box is displayed. Select Print and click OK. The Patient Appointments List Report Setup window is displayed. Select Print Next Appointment Only and click OK.

14. To print an appointment reminder:To print an appointment reminder:Select Print Reminder from the Options menu. The Output Options dialog box is displayed. Select Print and click OK.

13. Select Confirm from the Options section of the Express bar or Options menu. The appointment is confirmed and displayed in black text.

14. Click Close twice.

15. If you are using the Motivated Recall system, the Notices field on the Recall tab of the patient record is reset to zero after the patient is checked out on the appointment date for the recall procedure.