Generate a Recall by Searching for Patients
Create a recall after searching for and locating the patient's record.
Procedure
- Conduct a search for patients via the Patient
Reports module. The following image displays an example we have generated.
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.
- Select one or more patients to recall. In our example we have selected two patients.
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Click Add selected to recalls.
Tip: Alternatively, to create a recall for a single patient, in the Actions column, for that patient, click Recall.
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Add details for the recalls.
Remember: The settings you select are applied to the recall for all of the selected patients. -
From the Recall type list, select a reason for the
recall.
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(optional) If the patient must be notified urgently, set
Urgent.
- The title changes to read Urgent Recall.
- The recall date defaults to the current date and cannot be modified.
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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.
Tip: Default recall intervals depend on the type of recall reason selected and can be customised for your health centre. -
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.
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Depending on the recall type:
- In the Medical Note field, enter any required information.
- Click Letter note and complete a recall letter.
- Click Save.
Results
The recalls for all selected patients are created.