Setting Up Recall Types & Schedules
This section explains how to set up recall types and schedules.
Topics include the following:
To open the Recall Types window
- In AcuityLogic Admin, click Company and select Recall Setup.
- Click the Recall Types link.
The Recall Types window opens.
To add or modify a recall type
- Open the Recall Types window. See To open the Recall Types window.
- Click Add Recall Type
OR
To edit an existing recall, click the Edit link next to the recall.
The Description and Months fields are displayed.
- Type a description of the recall in the Description field.
- Type the number of months until the patients will be recalled in the Months field.
- Click Save.
To set up and modify a recall schedule
You can create multiple recall schedules for each recall type. To set up or modify a recall schedule, follow the instructions below.
- Open the Recall Types window. See To open the Recall Types window.
- Click the Schedule link.
The Recall Schedule window opens.
- Click Add Recall Schedule.
OR
To edit an existing schedule, click the Edit link next to the schedule.
The Recall Schedule fields are displayed.
- Type the number of periods in the Number of Periods field.
- Select the period type (months or weeks) from the drop-down list.
- Select when you want the recall to be scheduled from the When drop-down list.For example, if you want the recall to be scheduled one week before the recall date, type 1 in the Number of Periods field, select Week(s) from the drop-down list, and select Before from the When drop-down list.
- Select a recall letter type from the Print Letters/Post Cards drop-down list.
- Click Save.