Set recall appointment length, due date, and procedures in Recall Types.
In the Main Menu, click Setup, Appointments, Recall Types.
Every patient is assigned a prophy recall but can be set to perio as needed and other custom types may be added. Each type is given an appointment length, recall interval, and procedures to be scheduled. Assign procedures that trigger the recall appointment, so every time these procedures are set complete, the patient's next recall appointment due date is generated. The patient will then appear in the Recall List and when scheduled, the appointment will automatically treatment plan and attach the recall types' procedures.
A patient's recall type(s), along with due dates, scheduled dates, and recall status shows in the upper right of the Family Module, Recall grid. Also customize the patient's recall interval, change the prophy recall to perio, delete/disable a patient's recall type, or add custom types from the Recall grid.
The default recall types are Prophy, Child Prophy, and Perio and these Special Types are required for recall to function. To add or edit recall types, from the Recall Types window, double-click an existing type to edit or click Add to create a new type. Update the information and settings in the Edit Recall Type window.
Description: Enter the identifying name.
Special Type: Select whether this recall type is Prophy, Child Prophy, or Perio. Only one of each type may be assigned to a recall. For custom recall types select None. The web sched feature only sends notifications for recalls assigned a special type.
Age Limit: (child prophy setting only) Enter the age limit that determines child procedures versus adult procedures. For example, if 12 is the age limit, patients 11 and under will have the Child Prophy procedures attached to their appointment instead of the Prophy procedures.
Append to Special: Determines whether this recall type is automatically scheduled with special type recalls.
When finished, click Sync to apply the changes to patients with the recall type, or with a trigger procedure completed. For patients with manual edits to their recall interval, the Sync will not change the manual edits but their due date may be recalculated. If the updates are not synced, new or changed recall types will only affect new completed procedures.