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Schedule - Recall & Follow Up Node

The appointments listed under the Recall or Follow Up node of the Schedule sidebar displays patients in either green or black text:

  • If the name appears in green text, it indicates the patient has a Recall or Follow Up and is linked (tied) to an appointment on the schedule.
  • If the name appears in black text, it indicates the patient has a Recall or Follow Up created from a charge but the Recall or Follow Up either has not been scheduled, or is not associated to an appointment.
  • If the name appears in blue text, it indicates that the patient has a Recall or Follow Up that is tied to an appointment that has been flagged as missed/cancelled.

Connecting the appointment to the Recall or Follow Up is vital to having the reports work correctly for marketing and reminders. How to Set Up and Use Follow Ups/Recalls will guide you through the process. 

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