Recall workflow

The following is a summary of the workflow for recall appointments:

1. Set up recall types (global).

   Note: Ensure that the intervals and attached procedures are correct and that the Primary Recall Type check box is selected if applicable (automated text and email messages and online booking use only primary recall types).

2. Schedule an appointment (for an existing or a new patient) with a recall procedure selected.

3. During check-in, you can update the patient's recall (if attached). If the desired recall is not attached to the patient's record, you can add it; but 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.

4. In the progress notes or on the routing panel, post the recall procedure that is schedule for today. Alternatively, you can wait to post the recall procedure as part of the process of completing the appointment.

   Notes:

   • Posting a recall procedure updates (advances) the due date of the corresponding recall type attached to the patient and causes that recall type to become unscheduled for that patient unless that patient already has an appointment for the same recall procedure scheduled in the future; in which case, the corresponding recall type attached to the patient does not change.

   • If the status of a recall type attached to a patient becomes unscheduled, Dentrix Ascend will present you with the opportunity to schedule the next recall appointment for the patient after you complete his or her appointment for today.

   • When you post a recall procedure, if the corresponding recall type is not already attached to the patient's record, Dentrix Ascend automatically attaches the correct recall type to the patient's record with the default settings. You can update the patient's recall as needed before you complete the appointment (use the Add New Recall button in the Checkout section of the routing panel).

5. To schedule the next recall appointment before completing the appointment, in the Chair or Checkout section of the routing panel, expand the Schedule Recall task, click (or tap) the Unscheduled link next to the correct recall type, and then schedule the recall appointment.

   

   Alternatively, you can wait to schedule the appointment until after you complete the appointment.

6. On the routing panel or on the appointment information panel, complete the appointment (change the appointment's status to "Complete"), and finish any incomplete tasks for the appointment as applicable.

Related Topics

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Related Errors/Questions

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