Patients are recalled via either:

o      A letter that you print out and send them. Recall letters are based on a template you create.

o      A phone call that you make to the patient.

The following information describes how to initiate both of these recall types, for multiple recalls/patient. If you wish to action recalls for a specific patient, see Recalling Individual Patients.

To Contact a Patient Based on a Printed Recall

1.      From within the Practice Explorer, select Recalls from the Margin Menu.


 

2.      Locate and select the recall that you wish to action.

o      (Optional) Filter the list of recalls, by entering a date range of due recalls. A common scenario is to print all of the following month's recalls towards the middle or end of the current month.

o      (Optional) Enable the View Old check box to refresh the recalls list to include recalls that have previously been actioned.

3.      Click

o      If the list of recalls includes phone recalls, a dialogue box will appear listing all of the patients that need to be contacted, along with their phone numbers and the comments that you made when adding the recalls.

o      When each phone-recall patient has been contacted successfully, enable the Complete check box for them. Do not enable this check box for any patients that were not contacted successfully; their recalls will stay active until you have made contact

4.      Click to print the remaining recall letters.

5.      You will be prompted to mark the recalls as contacted.

o      If you click the recalls will be marked as notified and removed from the recall list.