Non-Dental Recalls

• Our office offers an office-based dental program to our patients. We need to keep track of the annual renewal date. How do we generate a report to understand which patients should sign a new contract, and/or renew the annual membership?
• Our office treats children in schools. Each school year, our office needs a new consent form completed by the parent/guardian. Is there a report which can let us understand which children need a newly completed consent form?