Editing from the recall list

After you generate a recall list, you can click Edit in the Recall module toolbar to edit patient information for the selected entry. You can edit the following fields:

·        Due Date

·        Prior Treatment

·        Status

·        Provider

·        Recall Note

To edit a patient’s recall

1.   Select a patient from the Recall list.

2.   In the Recall module toolbar, click Edit, and then click Selected Recall.

 

Note: Double-clicking a patient’s name from the recall list displays the Recall defaults for that patient.