Creating Recalls via the Practice Explorer
Before you begin
Recalls can be created;
- Via the Patient's Record, or
- Via the Practice Explorer, as explained following.
Procedure
- (Optional) Create a Recall Template first. Bluechip comes supplied with a number of recall templates, but you can design your own. You only need to use a recall template if you intend to send the recall notification by mail. For phone-based recall notifications, you can skip this step.
- From with the Practice Explorer, select Recalls from the Margin Menu.
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With the Recalls screen in focus, click
The Add Recall window appears.
- Click the search for a patient record. button
- After you have selected a patient to recall, choose a recall type from the Type drop-down box. There are numerous recall types supplied with Bluechip, and you can create your own. All customised recall types are either phone-based or letter-based, as determined when the recall type is first created by you.
- From the Practitioner drop-down box, select the Practitioner with whom the recall is associated.
- (Optional) Click the referrals for this patient, this option will be unavailable. button to select a referral to associate with this recall. Only referrals for the selected patient will be available. If there are no
-
Enter a date at which the patient should return, by either:
- Entering a number of weeks into the first text box, or
- Entering a specific date into the second text box.
Regardless of which method you use (which text box you use), the other value will refresh to reflect your input.
- (Optional) Enter comment as necessary.
- Click OK. to create the Recall and close the window.