Re-assigning Providers to Recall Type

Before EXACT version 11, a Dentist Provider was locked into the Dentist recall type. Therapists were identified as Dentist Providers and had to be defined as Dentist Recalls.

From version 11, you can re-assign Providers for Recall Type, which is particularly useful for Therapists.

The principle for re-assigning is to delete the Provider from one assignment and then add the Provider to the other.

To re-assign a Dentist Provider to the Hygienist Recall Type

(For example, to specify a Therapist as the Hygienist Recall Type)

1. In the Recall Manager configuration, under the Dentist Recall Type, click the Provider name under Providers Assigned to this Recall Type, and then click the Remove button .

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

   

2. Click Yes.
3. Go to the Configure Hygienist Recall Type window and add this Provider to the Hygienist Recall Type list.

To re-assign a Hygienist Provider to the Dentist Recall type

Follow the same procedure as above, but from Hygienist to Dentist Recall Type.