How do I edit and remove recalls for a patient?

There will be circumstances within your dental software that you need to change or remove recalls for a particular patient.

The first step is to open the patient you wish to change or remove a recall for. Now you are within the patient record click on the Options button and select Recalls (shown below).

You will now be presented with the recalls screen.

Any recall(s) will be displayed in this window. To edit an existing recall, simply click on the recall then click the Edit button at the top of the screen.

You can then change the type of the recall and edit the date of the recall if needs be. Click Save to confirm any changes.

If a recall has been set that is now not required. Simply select the recall then click the delete button.

Click Yes to confirm the deletion.

To add a recall for a patient, click the New button at the top of the screen.

You will be presented with the following window.

Select the performer, type and the amount of months. Click the Save button to confirm the new recall.



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