Using the Recall List
A patient recall is a reminder for the office to perform an action for a patient, such as scheduling follow-ups and sending appointment reminders. The “Recall List” is used to view, edit and mark eligible recalls as completed.
To access the Recall List; go to SCHEDULE then RECALL LIST
- View the list and use the “Status,” “Type,” and “Sort By” drop down
- Select “Edit” from the drop-down menu to edit a recall.
To schedule or edit a recall:
- After clicking “Edit,” a scre...