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

Recall Time
The Recall Time text box will only be visible if you have selected the Specific Appointment option. A specific appointment, of course, needs a specific time, and that is what is entered into the Recall Time text box. Enter a complete time such as 10:00 AM or 2:45 PM, or use the pop up Time Setter (accessed with the yellow button to the right of the Time text box).

DDS or Hygienist
You may assign this recall to a specific doctor or hygienist. Click on the DDS Or Hygienist drop down list to select a doctor or hygienist. This list of practitioners is created by you. To add to, or edit the list, click on the Recall Doctors/Hygienist Names button from the System Files menu. You may not edit the list from the Recall Entry screen. If no particular doctor or hygienist will be linked to this recall you may select the "NA" choice which stands for Not Applicable.

Type Of Recall
Recalls can be categorized into different types. You create these types via the System Files menu. The types will be listed when you click on the Type Of Recall button on the Recall Entry screen. Examples of Recall Types are "Regular Check-Up," "6 Month Check-Up," "Periodontal Evaluation," etc. The Recall Types can be used as filter options when qualifying patients via the Recall Entry Parameters screen.

Recall Attempts So Far
When recall is printed for a patient, that printing is counted as a Recall Attempt. If the patient does not respond to recall and repeat recall printings are performed, each additional printing will be another recall attempt. These attempts are recorded into the patient's record and displayed in the Recall Attempts So Far text box. This attempt number is incremented automatically; you need not modify it yourself. However you may modify it, if you wish, by clicking in the field and changing the number to whatever value you want it to be. The number will also automatically reset to zero when recall is reset.
This number is important in determining if the patient should be deleted from recall due to no response. When printing recall you are asked to specify how many repeat recall printings you will allow. For example, suppose you set this number to 3. That would mean that you will allow this patient to have three recall post cards mailed. This would probably be spread out over three months. However, it will not allow a fourth attempt. On the fourth attempt this patient's recall information will be eliminated and the recall status would be considered "Not Set."

Delete Button (scissors)
If recall is presently set for a patient, you may unset (or delete) the patient from recall with the Delete button. After deleting from recall, the patient's recall status is considered as "No Recall Set." This option does not delete the patient, only the recall.