Friday, April 24, 2009

Why does a patients recall not update? (Part 1: Linking recall types)

Scenario:
You are at the end of the billing wizard and notice that the patients recall is not updated.

Explanation:
New recall types that have been added to ClearDent are not linked with treatment codes and appointment types.

Recommendation:
After you have added a new recall type, make sure you configure recall procedure codes (i.e. a recall exam, scaling, polishing and fluorides) to link with the new recall type. Do this by going to 'System' > 'Configurations' > 'Procedure Codes'. The new recall type should also be linked with the appropriate appointment types. You configure this settings under 'System' > 'Customize' > 'Appointment Types'