Recalls

Recalls are used to remind clients that they are due to make their next appointment. It is used to prompt the client to contact the organisation to make an appointment.

Adding a recall

To add a recall reminder the user should do the following:

Open the appointments tab
Click on the APPOINTMENTS MENU
Select Add Recall Record

This opens the Recall window

Recall Fields

Field	Description	Notes
Client	The client the reminder is for	The magnifier button opens the client in a new tab The pencil button opens the client for editing The plus button opens the new client window
To See	The user the client should see
When	The date of the recall reminder	The calendar button allows selection of the date
Remind Client Using	The schedule for sending the reminder	The X button clears the entry The disk button saves this as the user's default setting
Notes	Notes for the recall	If a recall has a note a star is shown in the recall list

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