Recall Types

Dentist and Hygienist, with Providers listed for each.
This table is a summary. To configure Dentist and Hygienists, see:

Edit Recall Type for Dentist or Hygienist

TIP: You can manually override the default assignment of Providers to Dentist / Hygienist Recall Type. For example, you can re-assign Therapists to the Hygienist Recall Type for practical recall reasons, as they are not permitted to do diagnostics.

Merge Fields

Click to open a Merge Fields Window.

From here you can see how the merge fields will appear in patient communications. This includes:

• Combinations of Dentist and Hygienist recalls.
• Family recalls.
• Combined dentist and Hygienist Service (co-ordinated duties) - this must be activated. Click in this field to see the selection controls.

IMPORTANT: This screen provides a means of specifying whether Dentist and Hygienist recall appointments should be booked separately or in combination, which affects how Receptionists book recalls in the Appointment Book.

See: Editing the Merge Fields

Online Recalls

Click this button to open a screen for configuring the times during which patients can book recalls online.
See:

Using Recall Patient online booking

Configuring Recalls online appointment booking

Online Appointment Bookings

Automation

Configure EXACT to automatically send recalls by available means such as SMS, Email and EasyPost.

See: Automating Recalls