Recall on cancellation

  • 10
  • Idea
  • Updated 2 months ago
  • Implemented

Would it be possible to have a recall option on the cancellation tab below "email cancellation notification..." tick option? It would be great to be able to tick a recall option and immediately put in a recall for a cancelled patient, rather then going into their file separately and creating a new recall.

I also use the web appointment book and when I cancel a patient, I can not manually put in a recall using this system. So it would be great to have the option to tick and add a recall in


Thanks :)

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Rebecca

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Posted 4 years ago

  • 10
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Bayside Family Chiropractic

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Following :)
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Judy Maier

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This was exactly what I was looking for today.  Can anyone please tell me if this option is now available and how to set the option in our settings.

Currently we are doing two separate steps to Cancel an apt and then set a recall - if the phone rings or a patient comes in or out, its so easy to forget to go back and do the second step.  It would make it so much easier if it was just one step ... Pleeeeease !
(Edited)
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Judy Maier

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This reply was created from a merged topic originally titled Delete appt and set recall - one step.

Currently we are doing two separate steps to Cancel an apt and then set a recall - if the phone rings or a patient comes in or out, its so easy to forget to go back and do the second step.  It would make it so much easier if it was just one step ... Pleeeeease !  We raised this 7 months ago and it is still as big an issue now as it was then.
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Foot Factor Podiatry

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Is there any advancement on this function please?? It would make it so much easier to be able to cancel an appointment and set a recall in one step.
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Timothy, Business Care Manager

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Hi Foot Factor Podiatry. Thank you for the reminder. We agree that this is a popular request, and I can confirm that we will be implementing some changes in this area in one of our upcoming upgrades that will be released very soon :)
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Timothy, Business Care Manager

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Hi all. Front Desk v19.0.1 is now available for download at www.smartsoft.com.au/support. In this version, when deleting an appointment you will have the option to create a recall for that patient. The default cancellation recall can be set on the Defaults tab in System Information.