Recalls List from Appointment Book Drawer
A list of Recalls is available from within the Appointment Book drawer. You can also view a list of Recalls within the Matrix menu. The following instructions are to view the Recalls list from the Appointment Book drawer.
- Go to Day > Appointment Book, or press Command B.
- Click the Toggle Drawer icon to open the drawer.
- Click Recalls.
- The following functions are available:
- Recalls can be sorted by Patient, Target Month and by Procedure.
- Click the patient name to view their information within the drawer.
- Click Search for Available Time from the recalls drawer to schedule and complete the recall
- Double click the patient name to open the patient's chart. The chart opens to the Appts/Recalls tab.
Search for Available Time
The Search for Available Time button opens the Appointment Search Window, populating the patient's name, the estimated recall date, the patient's assigned doctor, the patient's location, the recall appointment procedure and the duration.
