Patient Recall is an essential process that involves proactively reaching out to patients to schedule regular appointments for preventive treatments and screenings. These appointments are crucial for maintaining and monitoring the patient's health over time. By keeping up with scheduled visits, providers can ensure that patients receive timely care and necessary interventions to prevent health issues or effectively manage existing conditions.
Explore this video for a thorough walkthrough.
To schedule a recall for your patient, perform the steps below.
- Select the patient using the Global Search Bar.
- Navigate to Appointments > select Recalls on the Patient Overview page.
| Tip: You can also use the click + Recall quick link at the top. |
- On the Account Recalls slide-out:
- You can add and manage recalls.
- You can view the list of current recalls.
- You can also check if it is Due or Unscheduled.
- When a user clicks on the Due By date:
- Patient-level procedure code recalls will be automatically linked to the selected appointment.
- For production type recalls, the appointment slide-out will open up with the corresponding production type pre-selected, simplifying recall linking.
Once you click on Schedule, you will see a pop-up window prompting you to schedule the recall.
On the Schedule Recall pop-up:
- Click Link to link the recall to a Future Appointment.
OR,
- Schedule a suitable slot for the recall using either of the following two options.
- You have the option to automatically book with the earliest available slot via the Schedule this Slot button.
- If you click Find Other Slots, you can manually choose your provider, your day, and your time to better fit your patient's appointment needs.
- As you click Find Other Slots, you have the option to filter through your scheduler filters and choose suitable appointment days and times.
- You can view the slots that are available on the scheduler, or you can just book the appointment.
Click here to learn more about the Find Slot feature.
- If you select View in Scheduler, you will be directed to that day and time, and the slot that is available will be highlighted for you to set a recall for your patient.
- To book an appointment right away, select the Click to Book Appt. (Click to Book Appointment) option.
- After clicking Click to Book Appt, verify the appointment information in the Appointment slide-out.
- When you book a recall using Find Slot, the following impact takes place:
- Production Type Recalls: The corresponding production type will be linked to the appointment.
Procedure Code Recalls: The system will add the relevant procedure codes to the appointment. For codes that require tooth selection, the system automatically opens up the Tooth Selection slide-out immediately after opening up the Appointment slide-out.
Note: Ensure that you can add the recall treatment code to the appointment so that the system can recognise that the patient has a specific appointment for that treatment. |
- Click Book Appointment.
Practices can use this simple guide to learn how to view and schedule a Patient's Recall.