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Set a Recall Task
Set a Recall Task

How to set a reminder to recall a patient for an appointment

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

You can set your practice a reminder to recall a patient for an appointment, by creating a task for it. For information on how to create other types of tasks, see here.

Note: To view and manage tasks you must have a role assigned to you that gives you editing permissions for Tasks. For more information on roles, see here.

Set a Recall Task

You can set a recall task from the Tasks page:

1. Click New Task.

2. Fill in the basic details of the task.

  • Task name

  • Assign to: The user who is being set the task

3. Select a patient to link the recall with.

4. Select Recall under the Type dropdown menu.

5. Finish filling out the rest of the task as you normally would.

5. Click OK.

The task appears on the assigned user's Tasks page. For information on how to edit or delete this recall notification, see here.

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