Page Comparison

...

Viewing the list of My Recalls

1. Click the My My Recalls button on the main toolbar. The My Recalls screen shows a list of patients due for recalls that are assigned to you along with patient Telephone number, Recall type, Location, and Notes.

...

Filtering the list of My Recalls

1. Click the My My Recalls button on the main toolbar.
2. On the My My Recalls screen, do one or more of the following:
   1. • Click on a column name (e.g. Recall date, Patient, Recall type) to sort the list of patients in ascending order. Click the column name again to sort the list of patients in descending order.
      • Use the Quick Find field at the top of the screen to type the first few letters of the patient's last name.
      • Click the Recall period, Recall type, and/or Location drop-down menus to filter the list of patients.
      • Check the Hide booked patients check box at the bottom of the screen to hide patients with upcoming appointments.
        
        

...

Completing/cancelling recalls

1. Click the My My Recalls button on the main toolbar. 
2. On the My My Recalls screen, click on a desired recall line item. 
3. Right-click the recall line item, and click Complete/Cancel.
4. Within the Edit Recall dialog box, select an Outcome for the completion/cancellation. Select Appointment Booked/Completed, Client Cancelled, or Other and click Ok. The recall will be removed from the screen.

...