Recall report to Contact Expert.

[bgalofredds]

I would like to run an overdue recall report, export it to the Contact Expert. There must be a generic report, but haven't located it in the report section. Help directed me to Reports/recall/Last exam, but I don't see that on my software. Any ideas?

Mark

[d_canales]

Mark, the recall system can be renamed within Softdent, which is probably why you cannot find that exact report listed in your system.  In my system, the report is named "X Hyg Recall", so yours could be anything.  

Go to Reports > Recall/Appt > try picking whatever the 2nd report is on the sub menu that pops out.   For print options select "Contact Expert", then don't forget to set your date range to get the appropriate list of past due recall patients.  

Hope this helps! 

Danelle 

[d_canales]

Additionally, to find out the name of your recall system, go to System menu > Change System Settings > Recall > Recall Setup / Codes > On the left hand side, there should be a field that contains the "Name of Normal Recall System".  That name will be on your report as well.  

[bgalofredds]

Terrific Danelle!, but "Contact Expert" is not an option for output. Is there a option somewhere I haven't initiated? I'm on the cloud.

[d_canales]

My apologies - first you must select "Reports", then your printer output on the following screen should be "Contact Expert".  

Have a great day! 

Danelle 

[bert]

[d_canales]

Ok, Bert, what's the secret... my screenshots never show in my replies, but that is exactly what I was trying to show.  Thanks for illustrating for me.  #teamwork

[bgalofredds]

Thanks Bert. I got it now.

Mark Schaller

Office Manager

Dr. Beatriz Galofre DDS

720 Sunrise Ave. #120A

Roseville, Ca 95661

(916) 783-0471

www.drgalofre.com

CONFIDENTIALITY NOTICE: This message is for the sole use of the intended recipient(s) and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient (or authorized to act on behalf of the intended recipient) of this message, you may not review, disclose, forward, distribute, copy or use this message or its contents. If you have received this communication in error, please notify us immediately by return email; delete the original message from your email system; and destroy all copies of the original message.

[bert]

Good to hear Mark,

Reach out to us if you have more questions

Bert

Albert Keith | US PM Specialist

US Training and Implementations

albert.keith@carestream.com

Office: 770.226.3999 ext. 72044 Fax 678.302.9920

www.carestreamdental.com

Find us at Facebook | Twitter | YouTube | LinkedIn

[mbrown]

Is there a way to create a daily report of patients seen and their future scheduled recall appointments? Similar to an appointment list but with the patient's future appointments displayed also?