A Recall Set can be assigned to an appointment where/when needed.
Use this feature when booking a recall appointment for a patient who may be included in other types of recall sets so it is included during the creation of other recall batches and/or where data is collected for Practice Insights dashboards
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Click the navigation menu > Appointments
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Create an appointment for a patient or double click the appointment for existing
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Select the Recall Set name from the drop list
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