Clinical > Recall (via the patient's record)
When conducting a search for patient Recalls, you can save your search criteria, enabling you to quickly load the same criteria at a later time.
1. From the Clinical main screen, select Search > Recall.
Clinical's list of Recalls opens, and you are
automatically prompted to select criteria for conducting a search of upcoming
recalls, using the Recall
Search Criteria window. See
Searches for more information about this window.
the Saved Searches section, click
The Save Recall Search
4. Enter a name for the search.
5. (Optional) Indicate whether you want this search to be your default. The default search is pre-loaded whenever you access the Search Recalls module.
o If you have entered a unique name for your search criteria, it will be saved. Continue now to Step 7.
o If you have entered a name that is already in use, you will be prompted accordingly.
search is saved, and you are returned to the Recall Search Criteria window.
Your new criteria set now appears within the Saved Searches section.