Problem


A patient on recall gets YAPI automated reminders to schedule a continuing care visit even if she/he has an appointment scheduled


Background Information


YAPI uses DENTRIX Continuing Care system to to determine whether a patient needs to get a reminder to schedule a recall appointment.


DENTRIX recognizes Continuing Care appointments vs. other appointments. In order for DENTRIX to recognize that a patient has an appointment scheduled for a patient's continuing care visit, an appointment must have continuing care attached to it. Otherwise, DENTRIX will treat an appointment as if it were not a continuing care appointment.


A patient with a Continuing Care attached gets YAPI automated reminder to schedule an appointments only when he/she doesn't have appointment with attached continuing care scheduled. 


Resolution


When you schedule a recall appointment make sure that 


  • the procedures added to the appointment are attached to a continuing care type and 
  • the Use Reason to Auto Update CC option is checked


so  DENTRIX attaches the continuing care type to the appointment automatically.