.To Edit Recall Type Advanced Settings
In the Edit Recall Type screen , click Advanced Settings .
The Edit Recall Type Advanced Settings screen displays:
Recalls Ahead of the Recall Date |
You can change the settings all the way down to 0 days, in which case the Edit Recall Type screen option changes from
... and the recall is activated only when overdue. |
Automatically set patients to No Recall |
You can simply specify all patients for no recall, or you may have a reason to identify specific patients for no recall. For example, your Practice performs specialist services based on referrals from other Practices, and there are to be no patient recalls following these referrals, because these patients are recalled only by their referring Practices. The trick is to identify just those patients that are referrals. This is done by means of a Query. Click in the text box to see controls for identifying and creating Queries. |
IMPORTANT: By default this lists all Providers with Provider Type "Dentist", just as the Hygienist Recall Type parameters will display "Hygienist" Providers. However, this is only a default arrangement. You can re-assign Providers for Recall Type, which is particularly useful for Therapists, who have the Dentist Provider Type, but for practical reasons can be re-assigned to the Hygienist Recall Type because they are not permitted to do diagnostics. See Re-assigning Providers to Recall Type
SEE ALSO: Adding and Removing Providers
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