Adding Recalls to Appointment Book slots

NOTE: This does not apply to automated recalls, for which appointments may be confirmed without user intervention.

To add a recall to an appointment book slot

  1. Double-click the Recall Date RecallDateHyperlink in the Recalls Tab to display details for the Recall:

    ViewRecallDetails

    This shows the duration of the appointment needed (taken by default from the services configuration), the service type, and the last seen Provider. Ideally your appointment should be to this same Provider for this duration. The service type may be important for booking if your Practice groups services by dates and times.

  2. Locate an available slot in the Appointment Book to match the Provider in the recall (Dentist or Hygienist). Note that EXACT won't let you add a Dentist booking to a Hygienist Provider, or vice versa.

3. Drag the recall date from either the Dentist or Hygienist column in the Recalls Tab, and drop it in the slot.

 

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The Patient details will show in the appointment booking, and the recall will show as "Booked" in the Recalls Tab:

DragToApptBook

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DragToApptBook2

See also...

Appointment Book Recalls Tab

Enabling the Appointment Book Recalls Tab

Cancelling Recall Appointments

Recalling Patients

Viewing Patient Recall History

Prebooking patient recalls

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Cancelling Recall Appointments