Phone Recall Reminders

Contact a patient based on a phone recall.

Before you begin

Procedure

  1. From within either the patient's record or the Practice Explorer, select Recalls from the Margin Menu.
  2. Locate and select the recall that you want to action.
    • (Optional) Filter the list of recalls, by entering a date range of due recalls. A common scenario is to print all of the following month's recalls towards the middle or end of the current month.
    • (Optional) Enable the View Old check box to refresh the recalls list to include recalls that have previously been actioned.
  3. Click Contact/print. The Phone Recall window appears.

  4. Call the patient. If you could not contact the patient, click Cancel and try again later.
  5. (Optional) Enter a comment if necessary.
  6. Click OK to indicate that the patient was contacted successfully.

Results

The recall will now be removed from the patient's record.