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Step 1 – Select your Search Criteria and Click Search

 

What: Select either Existing Recalls, Any Appointment, Last Visit or All Patients in the What field; then enter a start and end date for Last Visit or Any Appointment query. [I.e. if you want to pull in all patients that had an appointment 3 months enter that date range.]

 

Reports > Patient Reports > Patient Recalls > Existing Recalls

 

 

EXISTING RECALLS

By selection this option you will be querying all existing recalls and recurring recalls.

Recall Category: You can select Recurring, One Time recalls or ALL.

Recall Type: Select a particular Recall Type from you list of recall reasons or type ALL to pull in all recalls regardless of reason.

Start/End Date: Enter a date range for searching for your recalls.

Appointment Status: Select No Appt, Appt Made or Appt not Kept to further filter your recalls or type ALL to pull in recalls for all patient between the selected dates.

Doctor: Select the appropriate Doctor associated with the recalls you are working or type ALL for all doctors.

Message: Type a message to print on all recall cards if desired.

Do not print recall reason: You can select not to print the patients recall reason on the recall cards by checking this box.

Click Search to run the recall query.

 

Reports > Patient Reports > Patient Recalls > Any Appointment

 

 

ANY APPOINTMENT

Use this option to search for any appointment made between two dates for patients with a specific status.

You can also include existing recalls by checking the option Include Patients with Recalls Already Created and entering the desired criteria.

Click Search when you are ready to run the recall query off your selected criteria.

 

Reports > Patient Reports > Patient Recalls > Last Visit

 

LAST VISIT

Selection this option to query the patients visits for a particular CDT code or only recallable CDT codes.

Start/End Date: Enter the date range for your search.

CDT Code: Select a CDT Code or type ALL to pull all CDT codes.

Specific Patient Status: Select a patient status to pull in only patients by a desired status type.

Only Choose Procedures that are Recallable in the CDT List: Check this option to filter through all CDT codes and only pull recalls for visits created for patients using CDT codes that have been designated as “Recallable”.

Only Show Patients with no Future Appointments: Check this option to only pull in patient with no future appointments.

You can also include existing recalls by checking the option Include Patients with Recalls Already Created and entering the desired criteria.

Click Search when you are ready to run the recall query off your selected criteria.

 

Reports > Patient Reports > Patient Recalls > All Patients

 

 

ALL PATIENTS

This option is excellent for searching for all patients with a particular status that have no future appointments.

Click Search when you are ready to run the recall query off your selected criteria.