Updating a patient's recall

You can change the interval and/or due date of a recall that is attached to a patient's record as needed.

To update a patient's recall

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under General, click (or tap) Recall.
The Recall page opens.

On a patient's Recall page, select a recall type.
Note: Primary recall types are bold for quick identification.
The options for attaching recall become available.
Do any of the following:
- Next to Interval, enter a number, and select Weeks, Months, or Years to specify how often a patient with this recall type attached to his or her record should be seen for this type of recall. The Due Date is updated automatically.
  With the workflow compliance feature for your location turned off, each time you complete an appointment with this recall type attached, the due date for the patient's next recall appointment (of this recall type) advances by the specified interval, and a message appears and asks if you want to schedule the next recall appointment.
- Click (or tap) in the Due Date box, and then select a different date. Changing the due date does not change the Interval automatically.
Note: Next to Appointment, if there is a link that reads, "Unscheduled," you can click (or tap) the link to go the due date of the patient's recall in the schedule.
Click (or tap) Save.