A patient on recall gets YAPI automated reminders to schedule a continuing care visit even if she/he has an appointment scheduled
YAPI uses DENTRIX Continuing Care system to determine whether a patient needs to get a reminder to schedule a recall appointment.
DENTRIX recognizes Continuing Care appointments vs. other appointments. In order for DENTRIX to recognize that a patient has an appointment scheduled for a patient's continuing care visit, an appointment must have continuing care attached to it. Otherwise, DENTRIX will treat an appointment as if it were not a continuing care appointment.
A patient with a Continuing Care attached gets YAPI automated reminder to schedule appointments only when he/she doesn't have an appointment with attached continuing care scheduled.
When you schedule a recall appointment make sure that
- the procedures added to the appointment are attached to a continuing care type and
- the Use Reason to Auto Update CC option is checked
so DENTRIX attaches the continuing care type to the appointment automatically.