Recalls & Follow Ups 2 - Creating Recalls in the Patient Tab


Recalls and Follow-Ups are built into the MacPractice System to help track when a patient should be returning to the office. The titles Recall and Follow-up are used to label the same feature within MacPractice. Medical offices will use the term Follow-up while dental offices will use the term Recall. This video series will use the term Recall but can the information will be the same for both dental and medical offices.

Recalls can be created on a patient’s chart from the Patient Tab. Simply navigate to the Recall subtab and click the green plus to create a new Recall. The last visit date will be automatically filled with the current date. This can be manually changed if needed. Notes can also be added within this table for the Recall. Keep in mind that these notes will be deleted once another Recall is added to the patient’s account.

Watch the Scheduling Recalls from the Patient tab to see the next step for these appointments.


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