The Recall tab can be used to view existing recall dates that have been created for your patients. This article will explore some of the features of this portion of you Vision(X) site.
Create Recalls
Recall dates are generally by a Vision(X) user via the Patients tab, either when prompted upon posting an invoice or via the information box on the right-hand side of the Patient tab main view.
Recalls Tab
The Recalls tab allows users to quickly search and sort through all recall dates that have been created for all patients in your Vision(X) site. A default two-week date range populates your practice's most recent, current, and immediately upcoming recall dates. This date range can be manually adjusted, and users can also quickly search for specific recall dates by practice location and/or patient name:
Click the "Filters" button to access additional options to narrow searches by Recall Reason and/or which Vision(X) user created the recall date:
Activate/Inactivate Recall Dates
"Active" recalls will be performed automatically by your Vision(X) site under each recall date's specified parameters (communication reason, method, etc.) While "Inactive" date's will not be automatically performed, a record of the recall date will remain in your site. To manually inactivate the status of an active recall date, select the relevant check box and click "Inactive", then confirm:
