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

Posted: Thu Apr 04, 2019 10:56 am
by ForrestGumpDDS
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

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

Posted: Thu Apr 04, 2019 5:11 pm
by Tom Zaccaria
Main Menu, click Setup, Appointments, Recall Types.

drtmz

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

Posted: Mon Apr 08, 2019 12:08 pm
by zeratul
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.

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

Posted: Mon Apr 08, 2019 2:22 pm
by Tom Zaccaria
See my post. That is how you setup new recalls.

drtmz