How Do I use The Patient Recall System?

The Purpose of Recall

The Recall System allows you to remind patient’s that they are due another appointment and that they need to rebook it. The way it works is similar to the Waiting List but the Waiting List is something definite i.e. the patient already has confirmed the appointment but is waiting for the correct time to be available. On the other hand, the Recall is not something definite; it serves more as a reminder that the patient should rebook another appointment. The Recall can be found on the right side bar in the Diary in the form of a tab.

How to create a new recall?

• Go to the Recall panel and right-click the area where the recalls are usually stored.
• A sub-menu will appear, select “New Recall”.
• An editor window will appear. From here you can enter the patient you wish to call back by either creating a new one or searching for an existing one.
• Add in the Practitioner and the Appointment Type that it will be if you wish.
• Select the duration of the future appointment by selecting the times from the list or adding in your own.
• Now enter the date you wish for the patient to be recalled, in other words, when the reminder will appear for you to contact this patient.
• Then click OK/Green Tick. The recall reminder will only appear in the box if it’s at the period of time you set for it to recall.

e.g. I set a recall for Mr. Stephens, Peter in 1 months time, to see this in the Recall I must have the Show option at the top of the tray set to “due next month”.
To see all recalls select “all patient recalls”. Other options near the top of the tray are Search for a specific patient recall and Display Telephone No. and Notes on the Recall reminders.

Another way to create a new recall is to right click on an appointment in the diary and to select the Recall Patient. The Patient Recall Editor will open up and you will note that some of the field values have automatically been filled in.

You can do the same by opening the appointment record and clicking the Recall Patient button.

You can also drag and drop the appointment straight onto the Recalls Panel and this will again open the Patient Recall Editor.

Inside the Patient Editor on the ribbon bar there’s the button ‘Recall Patient’, which also opens up the Patient Recall Editor in the same manner.

Creating an appointment from a recall?

When the time comes to recall the patient and the patient has confirmed a date and time, you can simply open up the Recall tab and drag and drop the recall reminder into the diary at the desired date and time.