Setting up Recall Schedules

You must save a new recall before adding recall schedules for it.
  1. From the menu, select Patient Engagement and then Recall Types.
  2. Locate the recall type for which you want to add recall schedules.
  3. Click + Recall Schedule.
  4. In the Recall Schedule window, click + Recall Schedule.
  5. Enter the Number of Periods.
  6. Select the Period.
  7. At the When field, select whether to print the recall letter before or after the recall date.
  8. Select which recall template to Print.

    For more information on recall templates, go to Setting Up Recall Templates .

  9. Repeat steps 3 through 7 for each recall schedule you want to add.
  10. Click Save.