Adding Recall Reasons

Before you begin

Procedure

  1. Select Tools > Options. MedicalDirector Clinical Options appears.
  2. Select the Recall tab. The list of recall reasons is presented.

  3. Click Add. The Add Recall Reason window appears.

  4. Enter a name/description for the recall reason you wish to add.
  5. Modify other settings as desired, Note that these settings are simply the defaults for this recall reason, which can be overridden when you go to create a new Recall for the patient.
    • Recall Interval: How often the Recall should occur, when it is used for recurring Recalls (as opposed to once-off Recalls).
    • Sex at Birth Restriction: Whether the Recall reason's availability is limited to a specific sex at birth.
    • Age Range Restriction: Whether the Recall reason's availability is limited to a specific age group.
  6. Click Save to confirm. You will be returned to the Recall tab, where your new recall reason is now listed.