Computers in the Medical Office 6th Edition by Susan Sanderson

Exercise 36

John Fitzwilliams needs to receive a phone call one year from November 15, 2010, to set up an appointment for an annual physical. Add John Fitzwilliams to the recall list.
1. Click the Patient Recall Entry shortcut button. The Patient Recall dialog box is displayed.
2. In the Recall Date box, enter November 15, 2011. Press Tab.
3. Determine which physician is John Fitzwilliams's provider. (Look in the Patient/Guarantor dialog box for this information.)
4. Click John Fitzwilliams's provider on the drop-down list in the Provider box. Press Tab.
5. Enter John Fitzwilliams's chart number in the Chart box by keying the first few letters of his last name. Notice that the system automatically completes the Name and Phone box. (The Extension box would also be completed if there were an extension.)
6. Enter the procedure code in the Procedure box by keying 99396 (Preventive est., 40-64 years).
7. Verify that the Call radio button in the Recall Status box is selected.
8. Click the Save button to save the entry.
9. Click Patient Recall on the Lists menu.
10. Verify that the entry for John Fitzwilliams has been added to the recall list.
11. Close the Patient Recall List dialog box.