How to Add a Group Procedure in a Recare/Recall Appointment on a Patient’s Record

Note: The Group Procedure needs to have at least one or more procedures that will reset a patient's recare/recall cycle. 

To verify the procedure includes this setting:

1.  From the Administration tab, select Procedures & Fees.  
2. Under Actions, perform a search for the code using the Description, CDT Code, or Office Code.
3. Select the code to be edited.
4. Under Actions, click Edit Selected Procedure.
5. If this procedure should reset a Patient’s Recare/Recall, select Yes in the Resets Recare or Resets Recall field.
6. Click Update.
7. Edit the Patient Record and enter the Group Procedure in the Default Procedure field.
8. Click Save Patient.

For more information, see:

• How to Create or Edit Group Procedures
• How to Set Recare/Recall for a Patient