Generate a Recall by Searching for Patients

Create a recall after searching for and locating the patient's record.

Procedure

  1. Conduct a search for patients via the Patient Reports module. The following image displays an example we have generated.
    Patient Reports Example
    Note: Recalls cannot be generated for deceased patients. However, should you wish to see deceased patients in the search results, tick Include Deceased Patients before searching.
  2. Select one or more patients to recall. In our example we have selected two patients.
    Example patients selected to recall
  3. Click Add selected to recalls.
    Tip: Alternatively, to create a recall for a single patient, in the Actions column, for that patient, click Recall from SearchRecall.
  4. Add details for the recalls.
    Example recalls
    Remember: The settings you select are applied to the recall for all of the selected patients.
  5. From the Recall type list, select a reason for the recall.
    Example Recall reasons
  6. (optional) If the patient must be notified urgently, set Urgent.
    Example urgent recall
    • The title changes to read Urgent Recall.
    • The recall date defaults to the current date and cannot be modified.
  7. If it is not an urgent recall, from the Date calendar, set an interval or a specific date on which the patient is to be notified of the recall.
    Example recall date selection
    Tip: Default recall intervals depend on the type of recall reason selected and can be customised for your health centre.
  8. By default, recalls are created for the user currently logged in. However, recalls can be assigned to any Health Care Professional with practitioner-related permissions. To assign the recall to another practitioner, from the HCP to add recalls to list, select the preferred practitioner.
    Example HCP alternatives
  9. Depending on the recall type:
    • In the Medical Note field, enter any required information.
    • Click Letter note and complete a recall letter.
  10. Click Save.

Results

The recalls for all selected patients are created.

What to do next

To view the recalls, select Message Centre iconMessage Centre > Recalls. For more information, see Recalls in the Message Centre.
Message Centre Recalls Example