Your appointment workflow can prompt for patients to book their recall appointments, helping you to secure a date in your patients diary.

Recall appointments are for patients who have no planned future treatments.

• Booking a Recall appointment
• Configuring your recalls for the appointment workflow
• Requirements for Recalls to display in the appointment workflow

Booking a Recall appointment

1. Hover your mouse cursor over the Recall link to see details of the Recall.
2. To book the appointment, you can,
   • Drag the Recall appointment directly into the appropriate time in the Appointment Book.
   • Click the Search icon to open the Appointment Time Search window, pre-populated with first available times, from where you can book the appointment.
   • or Click the first available link to display that date in the Appointment Book (then drag the Recall Appointment into the book).

Configuring your recalls for the appointment workflow

1. Go to Configure - Practice Settings.
2. Make sure Enable Appointment Workflow is ticked.
3. Click the Spanner button to access the workflow settings.
   • Tick Book a Recall Appointment for Treatment Complete Patients
   • Click Next to move onto the next configuration window

Requirements for Recalls to display in the appointment workflow

• Recalls must be specified as actions in the Appointment Workflow Wizard, as outlined above.
• The patient requires a recall appointment to be booked.
• There are no planned or scheduled future treatments for the patient. Only after a patient's last treatment is completed will that patient become subject to Recall, so in the Departure List you will never see both Appointment and Recall tasks.