Editing recare types

You can edit the options of a recare type (except for the name of the type if the type is attached to any patient's record) as needed. Changing a recare type that is attached to any patient's record does not affect the recare of any patients who already have that recare type attached to their records.

To edit a recare type

1. On the Recare Setup page, select a recare type.

   

   Note: Recare types that are set as primary display in bold text.

   The options for editing the recare type become available.

   

2. If the type is not attached to any patient's record, change a name for the recare type. Set up the other options, such as the interval and associated procedures, as needed.

   Set up the following options:

   • Type - Enter a name for the recare type. You cannot change the name if this recare type is attached to any patient's record.

   • Description - Enter a description for the recare type.

   • Interval - Enter a number, and select Weeks, Months, or Years to specify how often a patient with this recare type attached to their record should be seen for this type of recare.

     Each time you schedule a recare appointment for a patient, the due date for the patient's next recare appointment (of the same recare type) advances by the specified interval.

   • Primary Recare Type - If an appointment is typically scheduled around this recare type (for example, a cleaning), select this check box. If the procedures that you associate with this recare type are typically additional services that accompany a primary type (for example, X-rays), clear this check box.

     Notes:

     • The routing panel's Schedule Recare task is required only for recare types that have this check box selected.

     • Only primary recare types can trigger automated text and email messages for recare reminders.

     • Only primary recare types are available for use with online booking.

     • Recare types set as primary display in bold text.

   • Procedures - Add the procedures that you want to associate with this recare type. Begin typing a procedure code or description, continue typing as needed to narrow the results, and then select the desired procedure from the list. Repeat this for as many procedures as you want to associate with this recare type. To remove a procedure, clicktap the Remove button next to that procedure.

     If you associate a procedure with this recare type, when you complete an appointment for the specified procedure, and if the recare type is not already attached to the record of the patient for whom the appointment was scheduled, a message will appear and allow you to choose whether or not you want to attach recare to the patient's record.

3. ClickTap Save.