REMINDING/RECALL SETUP
STEPS
To create a recall from any of the areas (See NOTES below), you will:
- Search for the patient’s name (unless you are using options B/C – where the name auto-populates)
- Create when the recall is set for (time parameter)
- Assign an appointment type and a resource, if needed, and this will reflect when the patient should be
“seen by”.
NOTES
There are multiple ways to set up Patient Recall:
- Creating from the queue (SCHEDULER → PATIENT RECALL)
- Search the patient’s name and click on ‘Patient Recall’
- From the patient’s hover screen, click on ‘Patient Recall’
To view a recall from the queue (Scheduler → Patient Recall), you can search recalls and receive a master list of anyone with a recall, based on the parameters set in the search criteria. This list can be sent via email or printed off.
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