Friday, April 24, 2009

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

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

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

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'