Adding Recall Reasons via the Patient's Record

Before you begin

Procedure

  1. Select Clinical > Recall. The Recall Items window appears.
  2. Click AddThe Add Recall window appears.
    Although you have called the Add Recall window, you're not actually going to create a new Recall for the patient in this instance - rather, you need to access this window in order to add a new Recall reason to the list of available reasons.



  4. Click Add Reason. The Add Recall Reason window appears.
  5. Name the recall reason.
  6. Modify 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.
  7. Click Save to save the recall reason. You will be returned to the Add Recall window.
  8. On the Add Recall window, click Cancel to exit. Ensure you do not click Save unless your intention is to record a new recall for this patient.

Results