Recall items are generally created by a Vision(X) user via the Patients tab, either when prompted upon posting an invoice or via the information box on the right-hand side of the Patient tab main view.
Recalls Tab
The Recalls tab allows users to quickly search and sort through all recall items that have been created for all patients in your Vision(X) site. A default two-week date range populates your practice's most recent, current, and immediately upcoming recall items. This date range can be manually adjusted, and users can also quickly search for specific recall items by practice location and/or patient name:
Click the "Filters" button to access additional options to narrow searches by Recall Reason and/or which Vision(X) user created the recall item:
"Active" recalls will be performed automatically by your Vision(X) site under each recall item's specified parameters (communication reason, method, etc.) While "Inactive" items will not be automatically performed, a record of the recall item will remain in your site. To manually inactivate the status of an active recall item, select the relevant check box and click "Inactive", then confirm:
