Schedule Recall Appointments for patients that do have not a specific appointment scheduled, such as annual retainer checks and pre-treatment exams, to help prevent them from falling through the cracks.
ViewPoint main menu > Daily Activities > Schedule Recall.
You can also open the Schedule Recall feature from the Actions section of the shortcut menu.
In addition, when you process a patient's appointment, and no future appointment exists, you are prompted to either place the patient on your Needs Appointment list, or to schedule a recall appointment.
Procedure - Choose the reason for the recall appointment. Note that only procedures flagged as "recall" in your Appointment Procedure List will appear here. (See "Set Up Procedure List" for details.)
Date - Enter a date for the recall appointment. Note that the recall appointment will not be placed on your scheduling grid for that date, but appears in the patient folder, without a specific time, for your reference and follow-up.
Doctor, office, assistant (Optional.) - Select the doctor, office and chair-side assistant to schedule with this recall.
Reminder (Optional.) - Select a reminder to appear with this recall appointment.
Review & process scheduled appointments - If the patient has other appointments scheduled,
Show / hide treatment chart - Click Tx Chart to view the patient's Treatment Chart. Click the button again to remove the chart from the screen.
Finish - Click Ok to finish scheduling the recall appointment.
View scheduled recalls - You can view a patient's scheduled recall appointments from the Appointment History.
Recall report - Use your Recall Appointment Report to alert you to patients who are due for an appointment with your office. (See "Recall Appointment Report" for details.)
Process recall appointments - When you schedule a regular appointment for a patient with a recall appointment,
you are prompted to process
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