Recall 

In the Family module, double click on the recall grid at the upper right.

The Set Perio button lets you quickly toggle a prophy patient to a perio patient or back again.  If the patient is a perio patient, you MUST set them as a perio patient by manually clicking this button.  Just completing a perio procedure is not enough to trigger a perio recall. "Prophy" and "Perio" are mutually exclusive.

Double click on an existing recall or Add a new one.

Once you have recall set up for a patient, it will show in the Recall List in the Appointments module. From there, you can print postcards, make phone calls, send e-mail, etc. You can also schedule a recall appointment from the Make Appt button on the right of the Appointments module.

You can disable a recall using the Always Disabled checkbox at the top. This is preferred over deleting a recall because Open Dental will frequently automatically add a recall back if certain criteria are met. By disabling a recall instead, you guarantee that the patient will not show up unexpectedly on the recall list.  If a patient is not ready to schedule until a certain date or until their balance is down, there are boxes to enter that information.  They will no longer show on the Recall List.

The Previous Date is always calculated automatically based on procedures completed. For a procedure to affect the previous date, it must be set up as a trigger for that Recall Type. The Calculated Due Date is simply the Previous Date plus the interval. If the Actual Due Date exactly matches the Calculated Due Date, then the Actual Due Date will stay synchronized with the Calculated Due Date. If you change the Actual Due Date, then it will stay that way and will never be automatically updated.

The recall interval can be any combination of years, months, weeks, and days. A common interval is 6 month plus 1 day so that the patient won't accidently have their six month recall too early. For patients with periodontal disease, you might change the interval to 3 or 4 months.

Every time a recall appointment is completed, it resets the dates, the status, and the note. The status list can be set up from the Definitions window. The note is usually entered as part of the process of reviewing the recall list and is enabled to accept Quick Paste Notes.

The delete button will delete the recall as long as there is not a previous date. Otherwise, you will have to disable it instead. Open Dental will also add recalls as necessary.