View Recall Entry screen, view Recall Report, view Recal Report - extra detail. View Video, 1 min. 6 sec.

New Button
If recall is presently not set for a patient, you may set recall with the New button. After setting recall the patient's recall status is considered as "Recall Set."

Do Not Set Recall
Your dental office may have some patients who you would prefer not to recall (for whatever reason). If you wish to be reminded not to set recall for a particular patient, select the Do Not Set Recall button. With this option selected it will indicate to anyone who accesses the Recall Entry that this patient should not be put back on recall. You can undo this setting by un-selecting it. The Do Not Set Recall option is not available (disabled) if the patient is currently set for recall. You would have to delete the patient's recall before being allowed to use this option. If the Recall Entry screen displays the patient's recall status as "Not Set," then the Do Not Set Recall button will be available (enabled) and the use of this option will be allowed.

Recall Report
As discussed earlier, the Recall Entry Parameters screen can be used as the springboard to setting recall (via the Recall Entry screen) or to print the Recall Report. Most of this section thus far has been used to describe setting recall. The Recall Report will now be discussed. In the upper right corner of the Recall Entry Parameters screen is the Edit and Report option. To print the Recall Report select the Report option. After selecting the Report option, two check boxes will appear below that button. These check boxes are labeled as Extra Report Detail and Preview. The Preview choice will cause the report to print in the Print Preview mode, that is, the report will first display on the monitor before printing. The Extra Report Detail option will be discussed shortly.

The Recall Report contains information that is pertinent to recall. The column heading of the report are:

• Patient Name
• Account Number
• Patient Type
• Home Phone
• Work Phone and extension
• Recall Date
• Recall Time
• Recall Attempts (tries)
• Amount Delinquent (in dollars)