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Recall Setup 

In the Main Menu, select Setup | Recall.

These options all have to do with postcards and email behavior in the Recall List and Confirmation List.

Days Past: This determines the default start date for the Recall List.  The farther back you go, the less patients will slip through the cracks.  Once you get your recall under control, consider leaving it blank to include all previous patients.
Days Future: Determines the default end date on the Recall List.
Also show in list if # of days since: Each patient will first show up on the list when they are due for recall.  Once a reminder (Commlog of type Recall) is created, they will disappear from the list until they are due for their next reminder.
# of days since Initial Reminder:  This number determines when the second reminder will be triggered.
# of days since Second (or more) Reminder:  This determines when the the third and subsequent reminders will be triggered.
Max # of Reminders: The patient will repeatedly show up on the recall list. The only way to get them off the list for good is to either manually disable their recall, or else to set this max number.  The philosophy of some offices is that there should be no maximum.  In that case, leave this box empty.

Click OK when you are done.

 

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