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For more information on how to link a procedure to a Follow-Up/Recall Type, please refer to the Tying Recall Types to Procedures instructions in the How to Use Follow Ups/Recalls article.

For a video series on how to set up Follow-Ups/Recalls, please refer to Recalls/Follow Ups Set Up 1.
If you prefer a written guide, you can refer to How to Set Up and Use Follow Ups/Recalls.

Follow-up/Recall information can also pull onto our Marketing > Follow-Up & Recall report. We also have a video tutorial that goes over this report as well, HERE