Recall Types  

In the Main Menu, select Setup | Recall Types.

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

As shown in the first screenshot, most offices should have one of each "special" type.  Prophy and Perio are mutually exclusive and are considered the primary recall types.  The triggers for both of these special types cross over and act as triggers for both types.  The child prophy type does not actually get assigned to any patients.  It is only used to determine what procedures to put on a new appointment for a child.  A patient is considered a child if they are younger than 12.

Prophy and perio types are special.  Every patient will be assigned a prophy recall regardless of any previous triggers.  This is to keep patients from falling through the cracks.  There are a few ways to remove a patients from the recall list.  One is to set their status to something other than patient, such as non-patient or inactive.  Another way is to manually disable their recall.  Finally, you could set a start date when viewing the recall list, because these patients will not have a due date set.

If you are adding a custom recall type such as endo followup in 6 months, then you will also need to go to Recall Setup and add the new recall type to the list of types at the bottom of that window.  That will trigger your new type to show in the recall list.  There is not a lot of control over these custom recall types.  Any patient who has had that trigger will show, so use this feature lightly for now.

See the Recall page for information on how the recall types are used with individual patients.