Recording and Reviewing Recall Information

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

1. Click the Recall tab in the Patient Demographic window.

   You can view the recall history for the patient in the Recall History box.

2. Select recall types from the Recall Type drop-down menus.
3. 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.

4. Select the location to which you are recalling the patient from the Location drop-down menu.

In addition to the procedure above, watch this video for more information.