Recalling Patients > Scheduling Recall Appointments

Using Instant Recall

To recall a patient who has a recall procedure associated with his patient record:

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 Schedule appointment from the Options section of the Express bar or Options menu. The patient Appointments window is displayed.

4. Select Instant Recall from the Options section of the Express bar or Options menu. The Instant Recall submenu is displayed.

5. Select an option:

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

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

7. 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.

The Daily Appointments window, or Daybook, is displayed.

The day and time of the next available appointment are selected.

6. If the patient’s last exam was more than six months ago, tomorrow’s Daybook is displayed.

6. Select an option:

7. To view the next available time slot:Select Next Slot from the Options section of the Express bar or Options menu.

8. To view the next available time slot on the next business day:Select Skip Day from the Options menu.

7. To schedule the appointment, select Make Appt from the Options section of the Express bar or Options menu.

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

9. Select an option:

10. 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.

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

10. Select Confirm from the Options section of the Express bar or Options menu. The appointment is confirmed and displayed.

11. Click Close three times.

12. 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.