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Patient Management
Manage patient records and recalls.
Recalls
A Recall is a reminder given to a patient to remind them that they are due for a visit.
Recall Letter Templates
Create your own recall letter templates which you can then assign to recall types.

Patient Management
Manage patient records and recalls.
- Managing Patient Records
  Add new patient records, deactivate or reactivate patient records, mark patient's as deceased, delete patient records and search for patient records using a patient's details.
- Recalls
  A Recall is a reminder given to a patient to remind them that they are due for a visit.
  - Creating Recalls via the Patient's Record
    Create a recall for the patient whose record is currently open.
  - Creating Recalls via the Practice Explorer
    Create a recall for any patient.
  - Recalling Multiple Patients
  - Recalling Individual Patients
  - Recall Letter Templates
    Create your own recall letter templates which you can then assign to recall types.
  - Recall Messages for SMS Reminders
    You can create recall messages (templates) for each of the Practitioners in your Bluechip database, as well as a default 'Practice-wide' message.
  - Reports (Recalls)

Recall Letter Templates

Create your own recall letter templates which you can then assign to recall types.

Before you begin

Most recalls take the form of Print recalls and are linked to recall letter templates. Before you edit a recall letter template, ensure that a letter based on the template is not currently open.

Procedure

Select Setup > Templates > Recalls. The Recall Template Setup window appears.
Then:
- To create a new Recall Template, click New The New Recall Template window appears
- Name the template and then click OK. to continue. Go to Step 3.
- To edit an existing Recall Template, select the template and click Edit Go to Step 3.
- To rename an existing Recall Template, select the template and click Properties.
- To export an existing Recall Template, select the template and click Export. The template will be exported in Rich Text Format (RTF).

Results

The Recall Template opens in edit mode. Design or edit your Recall Template as desired, closing the editor when you have finished.