Add recall type to default list of recalls for new patients.

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ForrestGumpDDS
Posts: 177
Joined: Fri Oct 14, 2011 3:31 pm

Add recall type to default list of recalls for new patients.

Post by ForrestGumpDDS » Thu Apr 04, 2019 10:56 am

Trying to do it in a hurry and cannot seem to find the way.
I noticed that all my patients get assigned 2 types of recall - prophy and 4BW while Pano recall is missing. I can add it manually, but want this to be added by default to any new pt.
How do I do this?
Thank you

Tom Zaccaria
Posts: 353
Joined: Mon Feb 25, 2008 3:09 am

Re: Add recall type to default list of recalls for new patie

Post by Tom Zaccaria » Thu Apr 04, 2019 5:11 pm

Main Menu, click Setup, Appointments, Recall Types.

drtmz

zeratul
Posts: 3
Joined: Mon Jan 12, 2015 9:40 am

Re: Add recall type to default list of recalls for new patie

Post by zeratul » Mon Apr 08, 2019 12:08 pm

I don't believe there's an automatic way of doing this. As a work around, what we do at our office is have a Appt Procs Quick Add for our new patients that include prophy, exams, bwx, and pano. When they schedule that initial appointment, it's added to their TP, then as they get completed, it gets populated in the recalls window.
Vote for Feature Request ID 7175!

Tom Zaccaria
Posts: 353
Joined: Mon Feb 25, 2008 3:09 am

Re: Add recall type to default list of recalls for new patie

Post by Tom Zaccaria » Mon Apr 08, 2019 2:22 pm

See my post. That is how you setup new recalls.

drtmz

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