Contact a Patient Based on a Printed Recall

Before you begin

Procedure

  1. In the Practice Explorer, select Margin > Recalls.
  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 Print all listed.
    • If the list of recalls includes phone recalls, a list is displayed of the patients who need to be contacted, their phone numbers, and the comments that you made when adding the recalls.
    • When a phone-recall patient has been contacted successfully, tick in the Completecolumn for that patient. Do not tick Complete for any patients who were not contacted successfully; their recalls will stay active until you have made contact.
  4. Click OK to print the remaining recall letters.
  5. A message asks if you want to mark the printed recalls as contacted. If you click Yes the recalls will be marked as notified and removed from the recall list.

Results

Recalls are printed for the selected patients.