Patients 5 - Recalls or Follow-Ups


Recalls or Follow0Ups are useful when you need to make sure a patient returns to the office after a certain period of time. This feature appears differently based on which version of MacPractice you've purchased. Dental clients will see Recall, while all other principles of MacPractice will see Follow-Up.

Navigate to the Recall or Follow-Up subtab within the Patient Tab. Click the green plus to add a new Recall to the patient's account. Use the search bar to find an existing record or the bottom of the screen to make a new record. Recalls will be given a title and a frequency in days. To ensure that appointments are not scheduled too early it is best to assume that all months will have 31 days. So a three month Recall would be set up for 93 days and a six month Recall would be set up for 186 days. This will ensure that you meet the waiting period defined by your insurance company.

As you enter a Follow-Up onto the patient's account the Last Visit date will be filled with the current date. This can be changed if the recall is not being calculated from today's date. Next, you will see the Frequency; this can also be edited on the fly. The Follow-Up date is the exact date calculated by your frequency.

The general workflow of MacPractice will not use the Next Visit Field in the Recall tab. It is recommended to move this column to the far right unless otherwise instructed.

The appointment date will only show once an appointment has been scheduled and tied to the Follow-Up. There is also a resource column to show which resource the appointment is scheduled in. Extra notes specific to the recall can be added in the notes field.

There are a few options to schedule this recall appointment. Hold down the option key on your keyboard and double click on the appointment to be taken to the Recall date in the calendar. You will notice that if you make an appointment in the Schedule, it will be outlined in green to show you that it is a Recall appointment.

You can also right click on the record in the patient's account to schedule the Follow-Up. If there is already an appointment scheduled in the future, click Set Appointment to set that existing appointment as the Follow-Up and the record will change to green. Once in a while, the Follow-Up record may show as red, this means that the appointment is scheduled sooner than the frequency allows.

Another way to create Recalls is to add one to a specific procedure, such as an oral exam or an annual physical. You can learn more about this option by searching for the Fee Schedule Reference within the MacPractice Help Site.


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