Add Recalls

Depending on your institution's workflow, you may be able to add a recall reminder manually from the Patients module.

Recall reminders should be added after a patient appointment treatment is completed. Once created, a recall appointment reminder displays the next recall date on the Patient Card window but does not automatically schedule an appointment. When ready to schedule an appointment for a patient with a recall, you can access the Patient Recalls window and select a listed recall appointment reminder to associate with the appointment.

Tip: You can also add a manual recall reminder from the Scheduler.

To add a recall reminder:

  1. Open the Patients module and select the patient.

  2. Click the Patient Card () icon to display the Patient Card window.

  3. Click the Recall () icon to display the Patient Recalls window.

  4. Click the Clear Data () icon.

  5. Complete the fields as necessary and click the Add a new Record () icon.
    6. Field Description
    Recall Code

    Recall codes indicate the length of time between the current date and the date a patient is due to return to the clinic.

    Select a recall code from the drop-down list.

    Once selected, axiUm calculates the date using the length of time and displays the recall date in the Recall Date field.
    Recall Type

    Select a recall type from the drop-down list.

    Examples: HYG - Hygiene recall and PER - Periodontal recall.
    Recall Status

    Select a recall status from the drop-down list.
    Recall Date

    axiUm auto-populates this field with the date the patient is expected to return for the recall if the Recall Code field is set.

    If necessary, select another date from the drop-down calendar.

    Appt. Date

    This indicates the date of the actual recall appointment.

    Note: If you scheduled a recall appointment for this patient from the Scheduler module, axiUm auto-populates and disables the field.

    If necessary, select another date from the drop-down calendar.
    Appt. Type

    This read-only field indicates the status of the actual recall appointment.

    Examples: Planned, Active, etc.
    Provider

    Click the ellipsis to display the Providers List window and select a provider.
    Clinic

    Select the clinic the recall should be scheduled in from the drop-down list.
    Appt. Code

    Select the appointment code that the recall appointment will be associated with from the drop-down list.
    Minutes

    Enter the number of minutes required for the recall appointment.

    Tip: This will help you schedule the required length of time when scheduling this patient’s recall appointment.
    Comment

    Enter any additional information about this recall.

    Example: If cancelling a recall, you can enter the cancellation reason for reporting purposes.

    Note: If axiUm creates a recall as a result of a procedure, this field is auto-populated with a description.