View Recall Printing Parameters screen.
Microsoft Word Recall Letter
Diamond Dental Software closely integrates with Microsoft Word in creating Recall Form Letters. See the section on Microsoft Word Form Letters for complete details.
Skip Delinquent Accounts
It is possible that some of the patients who will qualify for recall may have delinquent balances from previous appointments. You may prefer not to call them back if they are in that situation. Click on the Skip Delinquent Accounts drop down list if you want these people passed over. You may select from "Over 30 Days Late", "Over 60 Days Late", or "Over 90 Days Late." The fourth choice of "No" will disable this function. The default is "No."
Print/View Option
Use this option to select between the Print or Print Preview modes of printing. Print Preview will display what will be printed on the monitor before printing. This option will not be visible if you select the MS Word Merge Letter choice since printing is controlled by Microsoft Word.
Particular Recall DDS or Hygienist
When setting recall, you have the option to designate a particular doctor or hygienist for that recall. You may limit recall printing to those designated with a particular doctor or hygienist. Click on the Particular Recall DDS or Hygienist button to select one of more of these doctors or hygienists.
Print Only Certain Type Of Recall
Click on this choice to limit recall by Recall Type. You create your own Recall Type files and have the option to select a Type when setting recall for the patient. Examples of Recall Types would be "6 Month Recall," "Annual Recall Examination," "Periodontal Re-check," etc.
Limit By Recall Attempts
A Recall Attempt is recorded anytime you print recall for a patient. This may be any of the recall methods including Post Cards, Mailing Labels, Recall Phone Report, or MS Word Recall Letter. If you want to limit recall printing by the number of attempts recorded then click on the Limit By Recall Attempts button. A drop down list will appear with the following choices:
- First attempt only
- Less than 2 attempts only
- Less than 3 attempts only
- 2 or more attempts only
- 3 or more attempts only
The Attempt refers to the printing that is about to take place. For example, for the "First Attempt Only" choice to be implemented, the patient would need to have zero attempts before printing. The printing that is about to occur will be the first attempt.
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