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

If the Extra Report Detail option is selected, two additional lines will be added to the report. These additional items will then be included on the report:

• Last Visit Date
• Last Prophy
• Recall Doctor or Hygienist (listed as DDS)
• Recall Type (listed as For)
• Preferred Contact - displays the phone number (home, work, cell) or email address that the patient has indicated is the best way to be reached.
• Patient Comment (listed as Notes)

To print the report, click on the Continue button (thumbs up). The report will then print (or display on the monitor if Print Preview was selected). Any limiting option that was selected from the Recall Entry Parameters screen will be indicated on the report.

Automatic Re-Setting of Recall
You may select specific procedures to be automatic recall triggers. After posting one of these procedures (for example a prophy) for a returning recall patient, the program will automatically reset the patient’s recall. If you want a procedure to trigger an automatic recall setting event, bring the procedure up on the Procedure Table Entry screen. Click the button labeled Automatic Recall. Once selected, you will further be able to enter how many months into the future you want recall to be set. This month setting can also be selected for individual patients using the Patient Entry screen. The entry you make on the Procedure Table Entry screen will be used when no entry for months has been set on the individual Patient Entry screen.

NOTE - Automatic Recall only applies to recalls that have been designated to Qualify On the First of the Month. That is, when a specific date and time for recall is entered in advance, automatic recall does not apply.

The Automatic Recall Entry screen will appear after recording a procedure that has been designated as an Automatic Recall Trigger from the Procedure Table Entry screen. The Automatic Recall Entry screen appears very much like the regular Recall Entry screen accept that the screen will be filled out for you (automatically). The recall date is advanced by however many months has been entered for that procedure on the Procedure Table Entry screen, or if the a value has been entered for that particular patient on the Patient Entry screen, then that number of months will be used to increment the date. When presented with the Automatic Recall Entry screen in Posting, you simply need to click the Record button. The Recall Message, Doctor, and Type of Recall will be filled in by whatever entries were used for that patient’s last recall. You may modify these entries before clicking Record if desired.