Finding Patients that Need Hygiene Appointments

To find patients that need a hygiene appointment, follow the directions below:

1. Go to Front Office > Schedule View > Click on the Hygiene Reappoint or Hygiene Recall view.
2. Filter the Recall Due column until you have the farthest out date.
3. Use the breakout button to locate customer information on the Customer Card.
4. Use the Notes section in the Customer Card to track your call.
5. Use the Actions column to mark it Scheduled, or any of the two provided outcomes as needed. 2.