Include Patients Who Have Appointments Booked For Another Recall Set

With Recalls (both Manual and Automation), patients who have appointments within a defined number of days are excluded from the batch. By default, this excludes patients with any kind of appointment.

Patients can be included in the Recall batch if they have an appointment that is NOT a regular Scale and Clean appointment (eg Fillings)

Enable Feature

Manual Recalls

1. Go to Debtors and Marketing > Recalls tab

2. Place a tick in Include patients who have appointments booked for another Recall Set
   

Automation Recalls

1. Go to Location Management > Automation tab

2. Recalls sub-tab > Set /Type sub-tab

3. Select the Recall Set

4. Place a tick in Include patients who have appointments booked for another Recall Set

Assigning the Recall Set to an Appointment

Once the feature is enabled, the Recall Set of appointments need to be set.

1. Go to Appointment Book

2. Create an appointment for a patient

3. Select the Recall Set from the drop list                                                                               

4. Select None if the appointment is NOT a regular Scale and Clean appointment. The patient will be included in the Recall batch

5. Select the Recall Set if the appointment IS a regular Scale and Clean appointment

   1. If using Manual Recalls select Manual (or Set 1.)
   2. If using Automation Recalls select Automated Recalls)

6. The patient will NOT be included in the Recall batch