Each patient has a Recalls tab in the Patients screen.
On this tab is a summary of Recalls Due for both Dentist and Hygienist.
When Providers treat the patient and prepare to finalise the treatment, EXACT pops up amended Recalls Due suggestions.
Providers accept or edit this suggested information, which then becomes the new Recalls Due information on the Patient's Recalls tab.
Choose not to view the popups
Providers can opt not to view this popup, which is logical if patients use default practice recall values.
However, in some circumstances they will display anyway, as a means of informing the Provider that the recall has changed due to an automated process.
VARIABLE recall default values
From EXACT v12.2 onwards the Provider can opt per patient for that patient to use either default recall values or recall values that the Provider customises for the patient.
See Variable Recall Default Values
To customise recall values per patient
Un-check the Use Default Values checkbox and then edit the values:
To set patient recall values as the defaults for the practice
Check the Use Default Values checkbox.
(This should in most cases be checked already by default following an upgrade from pre-v12.2 to post-v12.2 EXACT)
From EXACT v12.2 recall defaults have been expanded to included variable recall defaults - See also:
See Also:
Variable Recall Default Values
Configuring Variable Recall Default Values
Patients screen Recalls Tab (for Providers)
Provider edits EXACT Recalls suggestions