How do I send recalls and reminders to the patient when they reach 18?

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Once a patient reaches the age of maturity, you can modify the parent contact record to no longer receive recall and appointment reminder notifications. Follow the steps below.

1. Navigate to Family Contacts: Clinical, Practice Management or Billing tab > Patient Chart > Family Contacts.
2. Select the contact record and change Authority to None or Emergency.
3. Click the Save button.

Add the patient to the Family Contacts to receive recall and reminder notifications, follow the steps below.

1. Navigate to Family Contacts: Clinical, Practice Management or Billing tab > Patient Chart > Family Contacts.
2. Click the Add button and complete the information in the window.

• Preferred Contact Methods: Click the drop-down in Recalls and Reminders and select the method.
• Role/Reason: Click the drop-down and select Self.
• Authority: Click the drop-down and select Exclusive.
• Res?: Click the checkbox in the reside column.

1. Click the Save button.

For detailed information on adding Family Contacts, click here.