Manually Add/Edit/Disable a Patient's Recall
On the Edit Recall window, you can manually add or change a patient's Recall interval, due date, and status. You can also disable a recall.
Type: The Recall Type. Cannot be changed.
Recall Interval: Automatically populated based on the interval set for the recall type. To change, enter a value in each field.
Previous Dates: The date of the patient's last recall appointment for this recall type, based on the completed procedures that trigger the recall.
Calculated Due Date: The recall due date, based on the Previous Date plus the recall interval.
Actual Due Date: Usually the same as the Calculated Due Date, but can be changed. If it exactly matches the Calculated Due Date, synching recall types will update this recall. If this date is changed, synching will not update this recall.
Scheduled Date: The date of the scheduled recall appointment (if scheduled).
Status: Used to track the communication status of the recall. It is reset when a recall appointment is set complete. Options can be customized in Definitions, Recall/Unsch Status.
Administrative Note: This note is deleted every time recall is reset. Right click to insert a Quick Paste Note.
Disabling a Recall
Delete: Only recalls with no Previous Date can be deleted. Otherwise you have to disable it instead.
Open Dental Software 1-503-363-5432