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Adding a recall when cancelling an appointment

Written by Steven

New in Front Desk version 19.0.1 is the ability to add a patient recall when cancelling an appointment.
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Before using this feature, ensure that appropriate Recall Types are set up in the system. To set up recall types, select Recall Types from the System menu.
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Click Add to create a recall type.
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Enter the Recall Type and Default Period and click OK. To edit or delete a Recall Type, select the recall type and click Edit or Delete. To adjust the order in which recall types appear, use the up and down arrows.
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The Default Cancellation Recall can be chosen under the defaults tab within System Information.
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With Recall Types set up in the system, you will now have the option to set a recall when deleting an appointment. Right-click an appointment from the Appointment Book and select Delete Appointment.
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Select the tick box for the Set Recall option and then select Yes to proceed.
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The New Recall window will appear, allowing you to customise the recall.
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Once completed, select OK to add the Recall to the Patient File.

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