Recalling Patients > Running Recall Reports

Running the Recall Report in Office Expert

You can generate the recall report as part of your Office Expert To-Do list.

To run the recall report in Office Expert:

1. Select Experts > Office Expert. The Office Expert Setup window is displayed.

2. Click Setup Experts. The Office Expert Setup window is displayed.

3. Select Recall (Last Exam) in the Available Office Expert Items list and click Add Selected Item. The Recall Office Expert Setup window is displayed.

4. To change the report title, type a name in the Title field.

5. In the Dates section, select a date range for the report.

6. In the Patient Names section, select the start and stop last names from the drop-down lists to generate the recall list for a specific alphabetical range of patients.

7. In the Providers section, select the provider identification number from the drop-down list to generate the recall list for a specific provider. To generate the recall list for all providers, select 999 from the drop-down list.

8. In the Patient User Codes section, type the user codes for patients you want to include in the report.

9. In the Options section, select the priority level from the drop-down list.

10. Click OK.

See Setting Up Office Expert Items for more information.