Setting Up Recall Schedules

This section discusses:

• Creating New Recall Schedules
• Modifying Recall Schedules
• Deleting Recall Schedules

Creating New Recall Schedules

1. On the OfficeMate Administration main window, click Setup, and select Customization.

   The Customization window opens.

2. Click the Recall tab.
3. Click New Recall.
4. Type the name of the new recall schedule in the Recall Type text box.
5. Type the number of months until the patient will be recalled in the Months to Next Recall text box.
6. Type the number of weeks or months between the patient’s recall date and the notice that you are creating in the Renewal Notice Mailing Schedule # column.
7. Select Month(s) or Week(s) from the Period column drop-down menu.
8. Select After or Before from the When column drop-down menu.
9. Select the type of recall letter or postcard to print from the Print Letters/Postcard column drop-down menu.

   If there is no appropriate letter or postcard to select from the Print Letters/Postcard column drop-down menu, click Compose Letter to open the Maintain Documents window and compose a letter.

10. Repeat steps 3–9 to create additional new recall schedules.

    OR

    Click OK to close the Customization window.

    To insert a new blank line above a completed line, select the completed line that you want to insert a new blank line above and click Insert Line.

Modifying Recall Schedules

1. On the OfficeMate Administration main window, click Setup, and select Customization.

   The Customization window opens.

2. Click the Recall tab.
3. Select a recall type from the Select Recall Type drop-down menu.
4. Modify the Recall Type and Months to Next Recall.

   See Creating New Recall Schedules, steps 5–9, to modify the information in the Recall Notice Mailing Schedule table.

5. To delete a mailing schedule, select a line and click Delete Line.
6. To insert a new blank line above a completed line, select the completed line that you want to insert a new blank line above and click Insert Line.
7. Repeat these steps to modify additional recall schedules.

   OR

   Click OK to close the Customization window.

Deleting Recall Schedules

1. On the OfficeMate Administration main window, click Setup, and select Customization.

   The Customization window opens.

2. Click the Recall tab.
3. Select a recall type from the Select Recall Type drop-down menu.
4. Click Delete Recall.

   The Delete Warning window opens.

5. Click Yes to continue.
6. Click OK to close the Customization window.