Assigning Recall Dates to Patients

You can assign up to three recall schedules to a patient in the Patient Demographic window.

Before you assign recall schedules to a patient, see Creating New Recall Schedules to create a new recall schedule or Modifying Recall Schedules to modify an existing recall schedule.

1. Open a patient record. For more information, see Creating and Opening Patient Records.
2. Click the Recall tab in the Patient Demographic window.
   You can view the recall history for the patient in the Recall History box.
3. Select recall types from the Recall Type drop-down menus.
4. To change the recall date, type or select the number of months until the next recall in the Months to Recall text box or type or select a recall date in the Next Recall text box.
   If the patient has an insurance plan with an eligibility period, the number of eligible months between exams will appear in the Eligibility (months) text box after you select a recall type.