Recalls, Bookings, and Tasks

Recalls

Recalls record follow-up work that can later be scheduled as a patient visit.

Create a recall

1. Open the Recalls tab.
2. Click Create Recall.
3. Select the patient and enter the recall details.
4. Assign a provider, or leave the provider as Any Doctor when appropriate.
5. Add the expected duration, tag, and comments when available.
6. Save the recall.

Use the search field or filters to find a specific recall. You can filter by provider and other configured task fields.

Schedule a recall

Drag a recall from the list onto an open calendar time. The new visit form uses the recall's patient, provider, tag, comments, and duration when those values are available.

Review the visit form before saving. Scheduling the recall creates a visit while preserving the follow-up context required by your clinic workflow.

Patient plans

The Plans tab shows approved patient plans that still contain unfinished stages.

Each plan can show:

• patient name and date of birth;
• plan name and creation date;
• stage progress, such as completed procedures out of the total;
• assigned provider when a stage has one;
• whether a stage is scheduled or unscheduled.

Review a plan

1. Open the Plans tab.
2. Search by patient or plan name.
3. Select a plan.
4. Expand a stage to review its procedures, codes, and fees.
5. Review the totals, including subtotal, discount, tax, and total.

Use Open Plan to open the full plan in the patient workspace.

Schedule the next plan stage

When the next stage can be scheduled, select Create Visit in the plan window. The calendar opens with the patient and plan stage prepared for scheduling. Choose the date, time, room, and provider, then complete the visit as usual.

If Create Visit is unavailable, either the plan has no stage ready to schedule or its information is still loading.

The calendar sidebar is for reviewing and scheduling plan stages. Creating a new patient plan is handled in the patient plan workspace.

Online bookings

The Bookings tab lists online booking requests received through the clinic's public booking flow.

Booking entries can show:

• requested date and time;
• patient name and date of birth;
• requested procedure;
• provider, when one was selected;
• the patient's booking note;
• the current visit status, or Unscheduled.

Find a booking

Use the search field or booking filters to narrow the list. An Unscheduled indicator means the booking request does not yet have a calendar visit.

Confirm a booking

1. Select the booking.
2. Review the patient, procedure, provider, room, date, time, and note.
3. Create or select the patient record when required.
4. Choose Confirm Booking.

The booking becomes a scheduled visit. You can also drag the booking onto an open calendar time, then review and save the visit form.

If the booking should not be accepted, open it and choose Delete Booking according to your clinic's booking policy.

Use Online Booking at the top of the tab to open the clinic's public booking page. This button is available only when online booking is configured.

Tasks

The collapsible Tasks panel is separate from the Recalls, Plans, and Bookings tabs. It contains general clinic tasks, including tasks that are not tied to a patient.

Create a task

1. Expand the Tasks panel.
2. Click Create Task.
3. Enter the task title or code, date, patient when relevant, tag, and comments.
4. Save the task.

Tasks can show their current status and whether they are overdue. Select a task to open and update it.

Drag-and-drop rules

• Recalls and online bookings can be dragged to the calendar to prepare a visit.
• Plan items are shown for review and scheduling, but they are not dragged directly to create a visit. Use the plan window's Create Visit action.
• A scheduled patient visit can be dragged back to the task area to create a recall task when your workflow supports it.
• Always review the created visit before saving, especially the provider, room, duration, and patient.