Adding Recalls

From the Accounts receivable (main) menu

A recall date and recall number allow you to send a message out to a patient or recall the name on a list at a future date for a specific reason. For example, you may want the patient to return in six months to be rechecked.

1.        First you must be in the System Management Directory. To get to this screen you must select File and System Management from the Accounts Receivable (main) directory.

2.        From this screen you must select Codes: FinClass, Recall, CPT, DX, Form, User. This will take you to the Lookup data file maintenance screen. From this screen you must select the Patient Recall Code Setup button.

3.        This will take you to the Lookup Recall Code screen. To add a new one you must click the Add New button

4.        This will take you to the Recall Code Entry screen. Here you must type a lookup code, description and the rest of the Recall Code information. After you have entered all the data press the Save this Information button.

From the Patient Account Information

1.        First you must be at the Patient Account Information screen.

2.        Once you are in the Patient Account Information screen for the desired patient, click on the Recall button at the lower right hand corner of the screen.* If this is your first time accessing the program and skip down to step four.

3.        At the Lookup Patient Recalls menu click Add a New Recall for this Patient.

4.        This will take you to the Patient Recall Entry screen. Here you must type a lookup code, description and the rest of the Recall Code information. After you have entered all the data press the Save this Information button.