Setting Up Recall in Eaglesoft

YAPI integrates directly with Eaglesoft to manage automated Recall Reminders, leaving you more time to care for your patients.  Before setting up your Recall Reminders in YAPI, though, you'll want to make sure recall is properly configured in Eaglesoft first.  

Most practices already have this set up but if you haven't done so, use the instructions below so you'll be ready for Setting Up Recall Reminders in YAPI.  

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When setting up your recall system in Eaglesoft, you can use Eaglesoft's single-recall default or use it's multi-recall setup, whichever works best for you.

Using Eaglesoft's Single-Recall Default

Eaglesoft utilizes a single "Next Recall" setting by default and most Eaglesoft users choose this option since it requires very little (if any) setup.  To use this default setting, all you need to do is link a service code to your recall:

  1. Open Eaglesoft in Practice Management Mode.

  2. Click Lists and select Service Codes 

  3. Select the service code you want to attach your recalls to (we recommend D1110 for Prophy) and click Edit.


  4. Check the Updates Patient Recall checkbox.


  5. Click OK to close the Service Code List window.


Using Eaglesoft's Multiple-Recall Setup

Enabling Multiple Recall Types

If you want to use Eaglesoft's multiple-recall setup instead of the default "Next Recall,"  enable multiple recalls first:

  1. Open Eaglesoft in Practice Management Mode.

  2. Click File in the toolbar and select Preferences.

  3. In the General tab, check the Use Multiple Recalls checkbox


  4. Click OK.


Adding a New Recall Type

Next, since Eaglesoft uses a single-recall system by default, you'll need to add your own Recall Types to utilize multiple recalls:

  1. In Practice Management Mode, click Lists.

  2. Select General Setup, then Recall Types.


  3. In the Recall Types List window, click New. If you're using multiple recall types we recommend adding Prophy and Perio, since those are the most popular care types we see practices using with YAPI.


    Note: You'll see the default "Next Recall" in the Recall Types List if you're just getting started with multiple recalls.  You can delete this once you've added new recall types or leave it in the list.
  4. In the New Recall Type window that pops up, fill out all the information for the recall type you're creating.  Select Use this type by default if you want this to be the default recall type for your patients. 


  5. Click OK, then close the Recall Types List window.


Editing an Existing Recall Type

If you need to edit an existing Recall Type:

  1. In Practice Management Mode, click Lists.

  2. Select General Setup, then Recall

  3. In the Recall Types List window, select the recall type you want to edit, then click Edit.


  4. At the Edit Recall Type window, change any information you need to including the Description (name), Frequency, and Provider.


  5. Click OK, then close the Recall Types List window.


Linking a Service Code to a Recall Type

When you add a new Recall Type, you'll also need to link it to a service code to automatically update a patient's recall once they've had a particular service with you:

  1. In Practice Management Mode, click Lists and select Service Codes.

  2. Click the service you want your Recall Type linked to and click Edit.


  3. In the Edit Service Code window that pops up, find Update Patient's Recall and make sure checkbox next to it has a checkmark.  Then, select the Recall Type you want to link to this service code from the dropdown.


  4. Click OK and close the Service Code List window.


For more details about setting up Recall within Eaglesoft, see Setup to Track Recalls on the Eaglesoft website.


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