References - Follow-Ups/Recalls

This node is used to maintain (add, edit, delete) Follow-Ups and Recall types. Keep in mind the verbiage is different depending on the flavor of MacPractice your office is running, but both the Follow-Up (MD, DC, 20/20) and Recalls (DDS) work exactly the same.

To create a new Follow-Up/Recall type, select the node (Follow-Ups/Recalls) in the sidebar and click the green plus button above the sidebar. In the main MacPractice window, enter the type name and the frequency (in days). Save the Follow-Up/Recall in the Edit menu > Save Record, or use the Command-S keyboard shortcut.

Note: When creating recalls, it is not recommended to use the same name for multiple recalls. Create a unique name for each recall to avoid confusion. For example, name multiple one year recalls as 1 Year, One Year, 1 Yr, 1 Year Only, and so on.

Once saved and added to a procedure, Macpractice will calculate the Follow-Up/Recall Date based on the selection made in the Reference. 

For example, if a procedure in your fee schedule has a Follow-up/Recall Type tie that has a Frequency in Days set to 90, the Follow-Up/Recall added to the Patient's account will have a Follow-Up/Recall Date of 90 days after the posted date.


For more information on how to link a procedure to a Follow-Up/Recall Type, please refer to the Tying Recall Types to Procedures instructions in the How to Use Follow Ups/Recalls article.

For a video series on how to set up Follow-Ups/Recalls, please refer to Recalls/Follow Ups Set Up 1.
If you prefer a written guide, you can refer to How to Set Up and Use Follow Ups/Recalls.

Follow-up/Recall information can also pull onto our Marketing > Follow-Up & Recall report. We also have a video tutorial that goes over this report as well, HERE


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