Recalls can be created;

o      Via the Practice Explorer, or

o      Via the Patient Explorer, as explained following.

1.      (Optional) Create a Recall Template first. Bluechip comes supplied with a number of recall templates, but you can design your own. You only need to use a recall template if you intend to send the recall notification by mail. For phone-based recall notifications, you can skip this step.

2.      From with the patient's record, select Recalls from the Margin Menu.

3.      With the Recalls screen in focus, click  The Add Recall window appears.



Notice that as you have created this recall via the patient's record, the patient's name has already been selected, and is not editable. If you had intended to create a recall for a different patient, you should do so via their record, or via the Practice Explorer.

4.      Choose a recall type from the Type drop-down list. There are numerous recall types supplied with Bluechip, and you can create your own. All customised recall types are either phone-based or letter-based, as determined when the recall type is first created by you.

5.      From the Practitioner drop-down box, select the practitioner with whom the recall is associated.

6.      (Optional) Click the Referral button to select a referral to associate with this recall. Only referrals for the selected patient will be available. If there are no referrals for this patient, this option will be unavailable.

7.      Enter a date at which the patient should return, by either:

o      Entering a number of weeks into the first text box, or

o      Entering a specific date into the second text box.

Regardless of which method you use (which text box you use), the other value will refresh to reflect your input.

8.      (Optional) Enter comments as desired.

9.      Click to create the recall and close the window.