Setting recall views

You can use the Recall Views Setup dialog box to define many ways of looking at the Recall information.

To set a recall view

1.   In the Recall toolbar, click Views, and then click Setup.

The Recall Views Setup dialog box appears showing all permanent views that have previously been set in your system.

2.   Do one of the following:

·        To add a view, click New.

·        To edit a view, select it, and then click Edit.

The New Recall View or the Edit Recall View dialog box appears, where you can add or edit any of the displayed settings.

3.   As necessary, do one or more of the following:  

·        View Name – Type a name for the Recall view.

·        Type – Select the recall type that you want to include in this view.

·        Sort Order – Customize the order in which each patient is listed on both the display and the printed list. Use the Page Up and Page Down keyboard keys to move a particular sort option up or down in priority.

Tip: Sorting alphabetically by patient name sorts by name regardless of family relationship. If you sort by family, you can look at the entire family together regardless of whether they all have the same last name.

·        Due Date Span – Specify Before and After time periods to narrow the span of recall due dates you want included in the view, or leave these fields set to <All> to include all due dates.

·        Prior Treatment Date Span – Specify the From and To time periods to narrow the span of prior treatment dates you want included in the view, or leave these fields set to <All> to include all due dates.

·        Last Visit Date Span – Specify From and To time periods to narrow the span of last visit dates you want included in the view, or leave these fields set to <All> to include all due dates.

·        Provider – Use the From and To search buttons to specify a range of provider names to include in the view, or leave these fields set to <All> to include all providers.

·        Billing Type – Use From and To search buttons to specify a range of billing types to include in the view, or leave these fields set to <All> to include all billing types.

4.   Click OK.