Scheduling Window - Recalls List Area

Use the Recalls List Area in Scheduling to view the list of recalls for the patient and to schedule an appointment for a specific recall, if applicable. The table following the window example describes the Patient Recalls List Area for the Scheduling Window.

Tips:

The Appointment Detail Area, the Recalls List Area, and the Reschedule Appointments List Area share the same space in the Detail Panel at the bottom of the Scheduling Window.
To shift the Detail Panel to the top of the Scheduling window, press [CTRL + u]. To shift it back to the bottom, press [CTRL + u] again.
A User Scheduling Preference setting determines if the Detail Panel displays automatically when you open Scheduling.
You can maintain Patient Recalls during Patient Entry at the Recall Logging Window.

Directions:

To display the Recalls List Area in the Scheduling Window:

Open Scheduling.
Click to highlight a time slot for the patient that you want to display.
Click the Recalls button on the Scheduling Toolbar.

Scheduling Window - Recalls List Area Example:

Scheduling Window - Recalls List Area Prompts Tip: To see more information about a field, click the hyperlink for the field name.
Patient Recall Detail	The following information displays for each recall: Patient Account Number Patient Last Name & First Name Recall Date Recall Time, if applicable Scheduling Provider assigned to the recall Appointment Type ID Patient Home Phone Number Recall Notes
	To schedule an appointment for the recall, click to highlight the desired patient recall and click Schedule. Keyboard shortcut: [ALT + s] Notes: To use INSight's Drag & Drop feature, click the desired recall and drag it to the time slot for the appropriate provider and date column in the Appointment Book Area. When the patient recall is scheduled, the recall no longer displays in the Recall List, but does display in the Recall Audit Trail Window. For more information, see the Scheduling - Appointment Scheduler Window.
	To delete a patient recall, click to highlight the appropriate recall line and click Delete.
	To view the patient recalls audit trail, click Audit. Tip: To close the Audit window when finished viewing, click in the upper right corner of the audit window. Note: For more information, see the Recall Audit Trail Window.
	To close the Patient Recall List Area: Click Close . Or, click Recalls on the Scheduling Toolbar. Or, use the keyboard shortcut: [CTRL + x].