Setting Up the Office Expert

Defining Recall Items

Recall items enable you to quickly access a list of people that you need to recall.

To define a Recall item:

1. On the Experts tab, select Recall from the Office Expert Category field.

2. Click New. The Patient Recall Report window is displayed.

3. In the Report Criteria section, set the following options:

• Last Name and ToNames to use when filtering patients

• Recall CodeName of the recall code

• Patient OfficeName of the patient office

• Patient ProviderName of the provider

4. Select one of the following date options:

5. Recall DateDate entered for the recall

6. Days OverdueNumber of days that the recall is overdue

5. Click Ok.