Viewing Patient Appointment and Recall History
This section includes information on managing a patient’s appointment history and scheduled recalls.
The system saves patient appointment information for seven years. If a patient’s last visit was more than seven years ago, their last appointment is saved and displayed, to help you maintain a record of when you saw them. Otherwise, appointments older than seven years are automatically archived and don't display in Appointment History.
What do you want to do?
- On the top menu bar in Encompass, click Patients and select Search/Add patient.
- Enter the patient's information and click Search.
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Select the patient from the search results list.
The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.
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On the left side of the Demographics screen, click Appointments.
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On the top menu bar in Encompass, click Appointments and select Appointment Calendar.
- Locate the patient's appointment in the Appointment Calendar and double-click it.
- In the Appointment Details window, click the View History link.
- On the top menu bar in Encompass, click Patients and select Search/Add patient.
- Enter the patient's information and click Search.
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Select the patient from the search results list.
The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.
- On the left side of the Demographics screen, under Appointments, click Recalls.
The Recall History lists the dates that the Scheduled Recall Report was run and recall notices were printed for the patient. For more information, go to Generating the Scheduled Recall Report.