PATIENT MANAGEMENT PROGRAM
Recall Lists
Everyone in your database falls into one of the following categories:
booked with a future appointment.
on the Past Due Recall List because the appointment in the 'next appointment' field was not
completed, ie missed, postponed. This field is found on the appointments tab in Patient Information.
on the Long Term Recall List because the 'next appointment' field is blank ie cancelled or no future
appointment booked.
Patients must have at least one visit posted from the Fee Schedule\Treatment in order to appear
on recall lists.
Past Due Recall List
The past due recall list is a list of all incomplete appointments. Used in conjunction with the long term recall list,
they provide an accurate catalogue of patients. Utilizing the Past Due Recall list on a daily basis can assist you in
ensuring your patients do not ‘fall through the cracks’.
You can also use the list to move patient’s onto the Long Term Recall List.
Access the Past Due Recall List by clicking the Patient menu, View Past Due Recall List.
Choose the practitioner and click View Past Due Recall List for this Doctor.
Double click the patient’s name; you will be taken into the patient’s appointment file.
Add a new appointment by clicking Add an Appointment.
Move a patient to the Long Term Recall List by clicking Clear Date
Click Continue. You will be taken back to the Past Due Recall List. The patient whose appointment was
booked or moved is no longer on the Past Due Recall list.
To print a paper version of the Past Due Recall list click the Report menu, Reminders /Recalls, Past Due
Recall List. Select the correct practitioner and click Print Past Due Recall List for this Doctor. Click Run the
Report.
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Reports