Enter a Manual Recall

Did your patient leave without scheduling their next visit? There are two ways to create recalls in Tops Ortho!

From Patient Flow

1. Ensure that the clinical staff has marked the patient Done.
2. Go to Patient Flow; go to Utilities > Patient Flow or press Command Shift F.
3. Select the Reception view from the dropdown menu.
4. The patient's name and image will appear; click on the patient.
5. The Patient Flow utility drawer will open to the side or bottom of the window.
6. Click Make Recall.

7. Enter the Procedure name and Wait time. The Target Date will generate based on your entries.
8. Enter a note with information for the appointer.
9. Click Add Recall to tops.

From the Action Menu

1. Go to Action > New Recall...
2. Place your cursor in the Patient Name field and enter the patient's name.
3. Enter the Procedure name and Wait time. The Target Date will generate based on your entries.
4. Enter a note with information for the appointer.
5. Click Add Recall to tops.