Recalling Patients > Setting Up Recalls

Setting Up the User-Defined Recall System

To set up your User-Defined Recall system:

1. In the Recall Settings window, type the name of your User-Defined Recall system in the Codes that set the User-Defined Recall System section.

2. The default name of the User-Defined Recall system is Perio.

2. Type the number of months between User-Defined recalls in the appropriate field.

3. Select the User-Defined Recall codes from the drop-down lists. You can select up to five codes that trigger a patient recall.

4. To print the recall period and the last exam date on recall postcards or labels, select Show Recall information on Postcards/Labels.

5. Click OK.

6. Click Close.

7. Any patient records added to the software before you set up your recall system have no recall information. Run the Recall Setup/Utility Wizard to update all of your patients with the new codes.