Show on recall Letter as

Select the kind of service for which the recall is initiated.

Default Booking Service

This is for new patients, and can be changed. Select the service from the selection controls.

Default Length

This is editable if Co-duties are set to OFF. If co-duties are active the value is greyed out and read-only.

Overrides button

If you intend using variable recall defaults, select the Overrides button to open the Recall Booking Service Overrides window where you can configure Override groups.

Patients who meet group criteria do not use the default recall service, appointment length or recall interval, but use parameters that have been customised for the group.

See Configuring Variable Recall Default Values

Default Interval

This is for new patients. Select from the controls. Any customised interval for a patient will be carried forward.

Providers assigned to this recall type

The Providers involved.

Advancing the Recall Date:

How the recall will be moved on into the future, after charting appointments:

At every appointment

This is an informal arrangement. The Provider simply wants to see patients at regular intervals after treatments. So if a patient has a course of treatments ranging across a month, the final recall date will be set after the last treatment.

If the recall date is overdue or is in the next 30 days

This is where you set a recall date, the patient comes in, and when they have the appointment, the recall date gets moved on. If they have further treatment, it doesn't get moved on because the recall date is not yet overdue. This maintains the regular, interval-based recall cycle, even if patients have further treatment within that cycle. The period (such as 30 days) acts as a buffer during which recall considerations are ignored.

The 30 days allows some flexibility, depending on the scheme being run in the Practice. See "To Edit Recall Type Advanced Settings", below.

If one of these services was completed

(Selectable from the controls)

With this option, a recall is only created when one of a specified number of services has been completed (you can have multiple other appointments with no recalls triggered). For example, you want to do exams every 6 months regardless of other treatments, so you set recalls based on a list of possible services at those exams only.