Link ‘CHECK OUT’ event to ‘Update recall date’ window


The Update recall date window usually appears after treatment is performed and an invoice raised.

This can be changed to appear when a patient checks out, enabling the provider decide on the recall rather than the front desk staff. 

  1. Go to Location Setup > General tab

  2. Group: Appointment Book

    1. Link ‘CHECK OUT’ event to ‘Update recall date’ window

      1. Yes = The update recall date window appears after the patient is checked out         
    2. Go to Appointment Book > Right Click on Appointment > Checked Out

    3. The Update Recall Date window appears. Click OK button to update the recall date

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