Add a Recall to a Patient

Adding a recall to a patient is an important task in dental practice management. It involves scheduling future appointments to ensure that patients return for routine check-ups, follow-up visits, or preventive care as recommended. Recalls help maintain continuous patient care, manage treatment plans effectively, and promote adherence to health and wellness protocols. 

Watch this quick video to learn more.

Let’s explore the workflow you must follow to add a patient to a recall cycle.

• Select a Patient in the Global Search Bar > click Appointments > Recalls.

• Choose the required Recall Type.
  • Select the type of recall whether a Procedure Code or a Production Type that is linked to the recall as created in your Practice Settings.
• Select the desired Recall Name and Recall Code or Production Type from the corresponding drop-down lists.
  • Enter the desired name of the procedure that triggers the recall cycle.
  • When selecting the recall code ensure that it is tagged to the patient (the option that you choose will depend upon the Recall Codes that have been created in your Practice Settings).
• Update the Duration if required.
  • Choose the recall interval before scheduling the follow-up treatment (from the last date of receiving this treatment). The duration will default to the time period selected in the Recall Code setup in Practice Settings.
• Select a Linked Appt. (Appointment), if available.
• Click Add Recall.

Note: 

• If you choose Production Type, the Recall Code will be replaced by Production Type and will prompt the user to select the related Production Type. Refer to the note below on how it works for a Production Type to know more.
• Production Type informs the system of the focus of the appointment or services rendered. This is useful for the teams to know which operatories and times of the day to schedule a certain production type or convey to the concerned team how to prepare for their patient, and it is also helpful when pulling financial and operational reports.

Practices can use this simple guide to add a recall to a patient in CareStack!