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Setting Up Recall Types

There are most likely going to be instances in which a Patient comes in for a visit and will need a follow-up -- but not for quite a while! We introduced the Recalls feature to assist with these follow-ups. By setting up Recalls, you'll be able to pull up a list of Patients who you need to touch base with for any reason (as you can set the Recall Type!). Here's how to get started with Recalls and apply them to your Patients for easier follow-ups!

Setting up Recall Types

  1. Head to the Settings tab
  2. Click on Recall Types
  3. Click the Add recall type button
  4. Give the Recall Type a name and select a duration from the drop-down menus
  5. Click the Create recall type button
  6. Look for the green success message indicating that the Recall Type has been created

That's all there is to creating a Recall Type! You can create as many Recall Types as you need, and you'll be able to set the duration from 1 to 100 days, weeks, or months.

Now that you've created your Recall Types, it's time to assign them to your Patients. Click here to learn how to assign a Recall Type to a Patient to make your follow-ups even easier!

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