Auto set recall interval based on insurance; Auto add recalls to ASAP list

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dpat08
Posts: 55
Joined: Mon Jul 15, 2013 8:20 am

Auto set recall interval based on insurance; Auto add recalls to ASAP list

Post by dpat08 » Sun Mar 14, 2021 5:48 pm

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

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: Auto set recall interval based on insurance; Auto add recalls to ASAP list

Post by joes » Tue Mar 16, 2021 10:16 am

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.
Joe Sullivan
Open Dental Software
http://www.opendental.com

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