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doctom4300
Premolar III

How to suppress recall reminders without inactivating the patient

Sometimes a patient comes in for their recall and lets us know that they won't be back because they are moving. We would like to suppress the recall reminders, but we don't want to inactivate the patient because we are still waiting to receive an insurance payment. It'd be fine to inactivate them after receiving the insurance payment, and that would take care of suppressing the recall reminders, but I don't know how to track that other than having a piece of paper with a list of "people to inactivate after insurance clears".

Is there a way to take care of this within SoftDent?

Thanks!

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3 Replies
callton
Premolar I

Re: How to suppress recall reminders without inactivating the patient

Patient user Code "N" suppresses recall reminder.

You can use Team Talk with a note to inactivate patient next time you view transactions.  That way when you enter their transactions to post a payment you will get a pop-up reminder.  The only problem would be if their payment comes on a bulk check and you post using bulk insurance payment.

Moderator
Moderator

Re: How to suppress recall reminders without inactivating the patient

you can add user code N to patient user codes 
N: Patient will not receive recall notices.

 

doctom4300
Premolar III

Re: How to suppress recall reminders without inactivating the patient

Thanks for the information. Adding a Team Talk message is a great idea.