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Poppies1
Canine II

bringing back lapsed recalls with certain criteria

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i want to run a report of all recalls from 2 years back for all dentist bar 1 who wants 3 years we want to do this for children under 16 years to start with. Then adults with no bad debt or deceased again for the same time period so lapsed pts ? 

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: bringing back lapsed recalls with certain criteria

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If you run the recall as normal but in the 'Limit results to' box put 24 months, this will show every body who needs a recall for the 2 years prior to the Selected month in 2021. To limit it to children you need to tick the 'Include Query' option and select a query to find patients under the age of 16 or 18.

For the dentist who wants 3 years then put 36 months in and remember to select just him in the 'Select patients whose dentist is' option.

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1 Reply
Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: bringing back lapsed recalls with certain criteria

Jump to solution
If you run the recall as normal but in the 'Limit results to' box put 24 months, this will show every body who needs a recall for the 2 years prior to the Selected month in 2021. To limit it to children you need to tick the 'Include Query' option and select a query to find patients under the age of 16 or 18.

For the dentist who wants 3 years then put 36 months in and remember to select just him in the 'Select patients whose dentist is' option.

View solution in original post