Adding and Removing Providers from the Recall Type

To add a Provider to Dentist or Hygienist Recall Type

1. Open the Configure Recall Parameters screen.

   

2. Click either Dentist or Hygienist Recall Type, depending on which Provider type you want to add. The Edit Recall Type screen displays:

   

3. Click the Add button :

   

4. Select a Provider, and then click OK.
5. You will be prompted for whether this Provider is to see Recall Prompts. Click either Yes or No.
   If YES, when this Provider saves a treatment, they will be prompted to specify Recall parameters for the patient.
   Only Providers with this setting will see the Recall Prompt. Receptionists will not see the Recall Prompt.

   

To remove a Provider from Dentist or Hygienist Recall Type

1. Open the Configure Recalls screen.
2. Click either Dentist or Hygienist Recall Type, depending on which Provider type you want to remove.
3. The Edit Recall Type screen displays.
4. Click the Provider name to be removed under Providers Assigned to this Recall Type, and then click the Remove button .

   You will be prompted "Remove this Recall Type Provider?".

   

5. Click Yes.