A: When booking recall appointments using the Workflow, you need to ensure that the recall appointment is booked on or after the recall interval that has been set. If the appointment is booked prior to the date the recall is set for it will not remove it from the workflow

For example:

A patient has a 6 month recall from today and the workflow is showing the first appointment to meet their recall is exactly 6 months from todays date. You book the recall appointment for 5 months from todays date.

As the recall interval is a minimum of 6 months it doesn't recognise the appointment as being a recall appointment as it is prior to the recall interval set in the patient recalls tab.

Appointment being automatically marked as complete

Q: When using Workflow Manager, once the patient is charged, TC'd, or saved, it goes straight to a tick on the appointment book, no hand shows?

A: This is due to the patient having no follow up required, eg recalls, further appointments, payments, email address, etc.  If the patient has nothing to be done, it auto completes them for you.

However, if you wish to complete the appointments manually, please setup up as follows:

1. Go to Configure - Practice Settings.
2. On the bottom left, click the spanner to the left of 'Enable Appointment Manager'.
3. Tick 'Custom Options'.
4. Click Next.
5. Click Next again.
6. Click +1 at the bottom right of the box.
7. Add a description, such as Check Patient Details, or similar.
8. In Notes, enter text such as Check Patient Details prior to completing - the purpose of this is to always have the patients appear in the Workflow and not auto complete.
9. Click in the Select Patients box, and find a query called All Patients.
10. Click OK, and then Click Finish.

All users must log out and back in, and now, every patient will appear in the Workflow, they will need to be ticked off manually.