Creating Recalls via the Patient's Record

Create a recall for the patient whose record is currently open.

Procedure

  1. (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.
  2. From with the patient's record, select Margin Menus > Recalls.
  3. In the Recalls, click Add.
  4. Choose a recall type from the Type list.
  5. From the Practitioner drop-down box, select the practitioner with whom the recall is associated.
  6. (Optional) Click the Referral > Browse icon button to select a referral to associate with this recall. Only referrals for the selected patient will be available. If there are no referrals for this patient, this option will be unavailable.
  7. Enter a date at which the patient should return, by either:
    • Entering a number of weeks into the first text box.
    • Entering a specific date into the second text box.
  8. (Optional) Enter comments as desired.
  9. Click OK.

Results

The recall is created.