Recall Setup in Eaglesoft

Introduction to Recalls
Recalls are commonly used to remind patients of their dental checkups or upcoming appointments. If used properly, they can prevent patients from missing their next appointment and, in the process, fill all of your chairs. The Recall Wizard not only allows you to keep track of patient recalls and appointments, it also walks you, step by step, through creating accurate reports, postcards and letters.

Recall Tracking
In version 12.00 and up, you have the option to create customized recall types to better manage your patient's care.

Track more than one Recall Type

  1. Go to File | Preferences | General.
  2. Select Use Multiple Recalls.
  3. Select OK to save your changes.

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    (This is available in Eaglesoft Versions 12 and up only).

Setting up Recall Types

 

Create Recall Types to Track Multiple Recalls

  1. Select Lists | General Setup | Recall Types.
  2. Select the New button to enter a new Recall Type.
  3. In the New Recall Type screen, enter the Description, set the Frequency.
  4. Select the Provider.
  5. Select the checkbox Plus 1 Day to add one additional day onto your frequency amount.
  6. Select the checkbox Use This Type By Default when entering a new patient to set the current Recall Type as the default Recall Type for all new patients.
  7. Select OK to save your new Recall Type.
  8. Select Cancel to exit the screen without saving.


Edit an Existing Recall Type

  1. Select the Edit button.
  2. Select the Delete button to delete the selected Recall Type.
  3. Select the Report button to preview the Recall Types report.
  4. Select the Close button to exit the window.

Examples of Recall Types could be Perio Recall, 3-Month Recall or 4-Month Recall.

Recall Types in the Edit Person Screen

 

  1. In Edit Person, select the hyperlink Recall Date.
  2. In the Recall for <Patient Name> screen, select the New button to add a Recall Type from the Recall Type list.
  3. Select the Use button to use the highlighted Recall Type as the Patient's next recall.
  4. Select the checkbox Default to designate the selected Recall Type as the default.

Setting up Recall Statuses
Recall Statuses can be used similarly to the statuses of InContact. To create new Recall Statuses:

  1. Select Lists | General Setup | Recall Statuses.
  2. Select the New button.
  3. In the New Recall Status window, enter the Abbreviation and Description of the status.
  4. Select OK to save.
  5. Select Cancel to exit without saving.
  6. Select the Edit button to make changes to existing statuses.

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Some example statuses include:

  • Appointment Scheduled
  • Call Back Later
  • Do Not Call Patient - Patient Will Call
  • Patient Not Home - No Message Left
  • Send a Recall Card


Recall Statuses in the Edit Person Screen

 

  1. In Edit Person, select the hyperlink Recall Date.
  2. In the Recall for <Patient Name> screen, double-click on the Recall Type assigned and you have the options of updating/changing:
    • Recall Type
    • Frequency
    • Recalculate Recall date
    • Status
    • Provider
    • Default Recall for the patient

Recall Frequency

If an office is not using Multiple Recalls, you can still change the Recall Frequency in the patient's Edit Person | Preferences screen:

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Assign Recall Types to Service Codes

 

Check the box Updates Patient Recall to have this service code create and update the recall dates for your patients. If you use Multiple Recalls,
the edit service code screen will add a drop-down box for you to chose which Recall Type this code will update.

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Assign Recall Types to Appointment Types

 

When you edit an Appointment Type (if preference to use Multiple Recall Types is on), there is now a field to assign a recall type.


Assign Recalls to Patients

 

Track the Recall Type Assigned to a Patient

  1. Select the Recall Date hyperlink in the Edit Person screen.
  2. To select the Recall Type,use the drop-down arrow or select the Recall Type hyperlink.
  3. Use the predetermined time or enter the Frequency amount for the selected recall.
  4. Use the Due Date determined by the Frequency amount or select the arrow to choose a new date.
  5. Select the Recalc button to recalculate the Frequency based on the date entered or the last date used.
  6. Select the Last Date amount or use the default date based on service code.
  7. Use the hyperlink or the drop-down list to select the Status.
  8. Use the predetermined Provider or select a new one using the drop-down list.
  9. Select the checkbox Use this recall by default when displaying the recall date for this patient (Overrides the default recall type set in the Recall Types list.) to make the selected Recall Type the patient's primary Recall Type.

Assigning Recalls - Walkout

  1. In the Walkout Processing screen, select the hyperlink Current Recall Date.
  2. In the Recall for <Patient Name> screen, select the New button to add a Recall Type from the Recall Type list.
  3. Select the Use button to use the highlighted Recall Type as the Patient's next recall.

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Default Recall Type

When using a Recall Type other than the Patient's default Recall Type, the following message will appear:

'<Default Recall Type's Name>' is currently marked as this patient's default recall. By selecting '<Selected Recall Type's Name>',
you will be making this recall the default instead. Do you wish to continue?

  1. Select Yes to continue.
  2. Select No to exit without using the newly selected Recall Type.

After completing the setup for Recalls, please call the Patterson Technology Center at
800-475-5036 for assistance in running a database validation to update your recalls dates.

You will need exclusive use to run this validation.


You may also wish to view FAQ #9211 How to Use the Recall Wizard