Attaching recall to patients

You can attach recall to a patient's record as needed.

Note: Manually attaching recall is not necessary. When you post a completed procedure that is associated with a recall type (such as when you are completing an appointment), Dentrix Ascend automatically attaches the corresponding recall to the patient's record, if it is not already attached, using the default settings for that recall type.

To attach recall to a patient

How to get there

1. 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.

2. On the Patient menu, under General, click (or tap) Recall.

   The Recall page opens.

1. On a patient's Recall page, click (or tap) Add New Recall.

   

   The options for attaching recall become available.

   

2. Select the Type of recall that you want to attach to the patient.

3. Change the default Interval for the selected recall type if necessary. 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 entered automatically.

   When you complete an appointment with a 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) Schedule Appointment, and then schedule the appointment.

   

4. Click (or tap) Save.

Related Topics

• Scheduling appointments for existing patients

• Scheduling appointments for new patients

• Locating a patient's appointments

• Updating a patient's recare

• Removing a patient's recare

Related Errors/Questions

• None