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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.
Recalling Individual Patients
Phone Recall Reminders
Contact a patient based on a phone recall.

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.
  - Practitioner SMS Setup
  - Creating Recalls via the Patient's Record
  - Creating Recalls via the Practice Explorer
  - Recalling Multiple Patients
  - Recalling Individual Patients
    - Printed Recall Reminders
      Contact a patient based on a printed recall.
    - Phone Recall Reminders
      Contact a patient based on a phone recall.
    - SMS Recall Reminders
    - Individual Reminders
      Send SMS Reminders to a single recipient.
  - 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)

Phone Recall Reminders

Contact a patient based on a phone recall.

Before you begin

Procedure

From within either the patient's record or the Practice Explorer, select Recalls from the Margin Menu.
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.
Click Contact/print. The Phone Recall window appears.
Call the patient. If you could not contact the patient, click Cancel and try again later.
(Optional) Enter a comment if necessary.
Click OK to indicate that the patient was contacted successfully.

Results

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