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To add a new Recall Type, simply click the Green Plus at the top of the Sidebar. This will add a new Recall. You can name the Recall what you like, and you can set the Frequency in Days. For example, if you want to create a Six Month Recall, you would set a Frequency of Days of 180-186 days (30 or 31 * 6).

You can add as many Recall Types as you like, and we strongly recommend you add as many as you need to cover all of your variations of how you typically handle Recall Types.
If you need to remove a Recall Type, simply select the Recall Type and click the Red Minus in the Sidebar.

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If you have a procedure selected that you have previously tied to a Recall Type in References > Fee Schedule, the Recall Type drop down will automatically default to that selected Recall Type. Otherwise, you can simply select the desired Recall Type here.

When you save the Charge, the Recall will be added to the Patient. You can verify this by navigating to the Patient Ability > Patient Tab > Follow-Ups or Recalls.
If "Schedule a Follow-up Appointment After Charge" is checked in Preferences > Ledger > General, when the charge is posted, you will see this prompt:

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Make sure to check "Apply to Patient". This will ensure any template with this form section will add any selected Recall Type to the Patient's record.

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Tying Appointments to Recalls

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