Set up recall types

Setting up recall types

A recall type is a standing rule for when a patient should be reminded to come back — a 6-month checkup, an annual review, a 2-week follow-up. Setting these up means the right timeframe is always used, rather than someone guessing per patient.

Add a recall type

Go to your settings and open Recall types, then add a new one. Give it a name and set how long after the visit the recall is due — a number and a unit, like 6 Months or 2 Weeks.

Creating a recall type with a name and a recall period.

Using it on a patient

Once a recall type exists, you can set a recall on a patient after their visit, and it'll show up when it's due on your recalls due report.

Retiring a recall type

Archive a recall type you no longer use. Patients who already have it keep their scheduled recall; it just won't be offered for new ones.