Recall Setup

GO TO

Scheduler → Patient Recall

OR Search for Patient → Right click/hover over patient name → Appointment Recall

STEPS

Select Action: View Recall Queue

1. Set recall date range to search within
2. Set other filters if applicable
3. Submit

To remind patient in queue:

1. Select desired patient
2. Select action

To remove patient from queue:

1. Select desired patient(s)
2. Select remove

To schedule appointment:

1. Right click on desired patient
2. Select ‘Make Appointment’
3. Follow steps in Available Time Search Guide

Select Action: Create New Recall 

1. Search Patient if not already populated
2. Enter filters 
3. Submit