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  3. Recalls, Clinical Reminders & Results
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How do I link an upcoming appointment to a Recall

Last updated 20 June 2025 04:39   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate - Dental4Windows - HotDoc Calendar

Question

How do I action a Recall/Result with the status To action: Patient has appointment?

Screen_Shot_2022-06-02_at_11.08.43_am.png

 

Solution

When a Recall/Result is in the status To action: Patient has appointment, you will need to either link a patient's upcoming appointment to the recall or resume recalling the patient. A Recall/Result will end up in this status when:

  • The recall template is set to stop when the patient has an upcoming appointment and;
  • The patient has an upcoming appointment which does not match the linked appointment type in the template:

    Screen_Shot_2022-06-02_at_1.34.19_pm.png

 

For more information about Recall/Result template settings, please see: How to add, edit and remove Recall Templates

 

 

Patient has 1 upcoming appointment

  1. Click on the recall to open the Recall/Result Details page.

  2. Review the details of the upcoming appointment in the the blue information box:

    • If the booked appointment type is relevant to the recall reason, click Link Appointment.

    • If you would like to dismiss the upcoming appointment and continue recalling the patient until they book a more appropriate appointment type, click Resume Recall.

      Screen_Shot_2022-06-02_at_11.27.27_am.png
  3. The recall will update to the status In progress.

 

Patient has multiple upcoming appointments

  1. Click on the recall to open the Recall/Result Details page.

  2. The blue information box will indicate that the patient has multiple upcoming appointment so click Choose Appointment To Link.
    Screen_Shot_2022-06-02_at_11.09.32_am.png

  3. Review the patients upcoming appointments:

    • If one of the booked appointment types is relevant to the recall reason, click Link next to the relevant appointment.

    • If you would like to dismiss all upcoming appointments and continue recalling the patient until they book a more appropriate appointment type, click Resume Recall.

      Screen_Shot_2022-06-02_at_11.09.59_am.png
  4. The recall will update to the status In progress.



 

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