1. Is there a way to auto set a recall interval based on insurance? Say insurance wants BW every 6 months vs 1 year. Pano every 3 vs 5. Fluoride 1 or 2x a year.
2. Is there also a way to quickly add a recall to the recall ASAP list? Currently we have to cancel, go into the account module, click the recall section, click the appropriate recall type, then add it to a recall list. For a busy pediatric office, that's a little tedious, but obviously workable since we're doing it now. Maybe an option after cancelling an appointment due to a now show like "leave on appointment book, add to ASAP list)
Thanks
Auto set recall interval based on insurance; Auto add recalls to ASAP list
Re: Auto set recall interval based on insurance; Auto add recalls to ASAP list
These things can't currently be done with recalls. There is an existing feature request for setting recall intervals based on insurance. It is request #2586. You can vote for this feature request and create a new request for the second feature that you mentioned if you would like. Visit the following page for more details on how feature requests work, https://www.opendental.com/manual/featurerequests.html.