A Patient can be added to the Recall List on the Patient Dashboard in the Patient Appointment panel or on the Appointment screen.
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If a Patient has one or more Open Recalls, they can be viewed while scheduling an Appointment.
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Add a Recall
On the Recalls screen:
- Select Add.
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- Add a Recall Date.
- Appointment Type: Use the dropdown to choose the Appointment Type. This is useful when running a Recall report for a specific Appointment Type. (Optional)
- Ordering Provider: (Optional)
- Facility: (Optional)
- Resource: (Optional)
- Note: Add specifics about the Recall.
- Select Save [F2].
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Delete a Recall
A Recall can be deleted if it is no longer needed.
- Open the Recalls screen using the link on the Patient Dashboard.
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- Select the line to highlight it.
- Select the Delete button.
- Add a Reason for deleting.
- Select Delete.
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Indicate an Appointment Completes a Recall List Appointment
- When creating a new Appointment, you are presented with a Validation Warning popup window.
- If the new Appointment completes the Recall, select the checkbox which will remove the Patient from the Recall list.
- Select Save and Continue.
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Recall Query Report
The Recall Query Report Is found on the Scheduling Dashboard.
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If the Recall is resolved while scheduling an appointment, the recall is removed and is no longer on the report.
Automate Recall Reminders
Recall Reminders are a Premium Add-On Feature. Contact Support or your Account Manager for more information.
Recalls can be automated in Patient Outreach.
- Create Recall Templates to send Recall Reminders to Patients automatically.
- If the Recall Criteria on the Patient matches the Recall Criteria in the Recall Template, the Recall Reminder will be sent.