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

Post Card Message
If you will be printing recall post cards, you will want to designate a Post Card Message. The Post Card Message will not be relevant if you will be using a recall method other than post cards, with the exception of a Microsoft Word merge letter. In merge letter printing, the post card message will be transferred to the letter. See the section of Microsoft Word Merge Printing for details.

Post Card messages can be customized by you. From the System Files Menu, select the Recall Messages button to open the Recall Message Entry screen to create these messages. Returning to the Recall Entry screen, click on the Post Card Message drop down list to display a list of your messages from which to select.

Specific Appointment or Qualify On First Of Month
If you want to set a specific recall appointment, click on the Specific Appointment option. You will be allowed to enter a Recall Date and a Recall Time. The patient will then have an exact recall appointment scheduled.

NOTE - When printing recall post cards, the appointment date and time will appear on the post card, if this is the first recall printing attempt. It will not appear on follow-up printings since the patient obviously missed his or her scheduled appointment. In that case, displaying the date and time, which would then be a date from the past, would not be appropriate.

A specific appointment may not be your desired way to set recall in all cases. Recall is usually set six months or more in advance. Patients often do not wish to schedule themselves so far into the future. By selecting on the Qualify On First Of Month option, the patient will become qualified for recall printing on the first of the particular month that you will set. In this case, the Recall Time text box will disappear. You will only enter a date into the Recall Date text box. Only dates for the first of the month will be recognized. For example, if you enter the date of 9/12/2006, the program will change that date to 9/1/2006. In this example, the patient will become qualified for a recall printing as of September 1, 2006.

Recall Date
This is the date on which the patient will be considered qualified for recall printing. However, this date does not actually have to arrive in order for the patient to be qualified. When performing recall printing you will enter a "Qualifying Date." Patients with Recall Dates up to and including this Qualifying Date will be considered qualified for recall printing. When printing recall, you usually will be setting the Qualifying Date to be a date somewhat in the future. For example, suppose you are printing recall on May 15. You want to send recall to all patients who will be qualified in June. You would then set the Qualifying Date to be June 30. By setting June 30, all patients with Recall Dates up to and including June 30 will become qualified for recall printing.
Several other factors go into totally qualifying a patient for recall printing. See the section on Recall Printing for a complete discussion of this subject.