Viewing the Recall Management Report

The Recall Management Report lists the patients with and/or without recall attached and who have and/or do not have scheduled recall appointments.

To run the report

On the Home menu, under Reports, click (or tap) Recall Management.
The Recall Management page opens.
Set up the following Filters as needed:
- Locations - Select All to view recall types for all locations, or select specific locations to view recall types for only those locations (only locations that you have access to are available). The report uses the location in which a given recall type was added to a patient record. It does not use the patient's preferred location, unless the patient does not have a given recall type attached, or the location of his or her recall appointment.
- Patients - Select whether you want to view only patients with one or more recall types attached or only patients without any recall types attached.
- Appointment - Select whether you want to view all recall patients (with and without a scheduled recall appointment), only patients with a scheduled recall appointment, or only patients without a scheduled recall appointment.
- Due Date Range - Enter a date range to view only those recall patients that have a due date within the specified date range.
- Recall Type - Select the All check box to view patients with any recall type attached, or clear the check boxes that correspond to the recall types that you want to exclude from the report, respectively.
Click (or tap) Search
To print the report, click (or tap) Print.

Tip: You can group patients by family by clicking (or tapping) the Patient Name column header to sort the list by last name.

You can do any of the following while viewing the report:

You can either leave the Only show active patients filter set to On to view only active patients in the list or switch the filter to Off to view active and inactive patients in the list. If the option is set to Off, any inactive patients in the list will appear in grey text.
You can click (or tap) any Due Date link to go to the corresponding patient's Recall page.
You can click (or tap) any Appointment link that reads, "Unscheduled," to go the due date of the corresponding patient's recall on the schedule.
You can click (or tap) any Appointment link that has a date to go the corresponding patient's appointment on the schedule.