View Recall Entry Parameters screen. View Video, 1 min. 6 sec.

The Diamond Dental Software Recall feature is extremely powerful and flexible. The program has the capability of generating recall postcards, mailing labels, or a telephone listing if you prefer to do recall by phone. You may also generate Recall Merge Letters in conjunction with Microsoft Word. You will have the capability of setting recall by specific day and time appointments or a more general future month eligibility method. This section deals with the setting of a patient's recall and with the Recall Report. The Recall Report will list patient's based upon their recall status.

Recall Entry Parameters Screen
The Recall Entry Parameters screen is used to determine which patient's will have recall set or in the case of the Recall Report, which patients will be on that report. To open the Recall Entry Parameters screen, click on the Recall button from the Main Menu. The Recall Entry Parameters screen will open.

Edit/Report Buttons
In the upper right corner of the Recall Entry Parameters screen is the Edit/Report option buttons. If you select Edit you will eventually be taken to the Recall Entry screen (discussed later in this section). It is with this screen that the actual setting of recall for patients is accomplished. If you select the Report option then you will be printing a Recall Report. This will be a print-out only; no editing will be performed. The Recall Report will be discussed in more detail at the end of this section.

Single Patient
If you want to set recall for just a single patient, click on the Single Patient button. You will be presented with the familiar Patient Search screen. Perform the search in the usual manner. After the search, the Recall Entry screen will open, with the searched for patient displayed. Access to other members of the same account can also be displayed using the Recall Entry screen's Navigation buttons. The Recall Entry screen will be discussed in more detail later in the section. The Single Patient button will be disabled if the Report option is selected. You cannot print a Recall Report for just a single patient.

Modify Sorting
The order in which the qualified patients will be sorted can be modified by clicking the Modify Sorting button. This will open the Sorting screen for the Recall Entry Parameters screen. The sorting options will be:

• Patient Last Name
• Account Number
• Recall Date
• Recall Attempts
• Recall Doctor