Managing Recall Actions via the Front Screen

Before you begin

This method requires that you have an understanding of how to search for specific recalls.

Procedure

  1. Select Search > Recall to access the recall searches module, and conduct a search for the patient whose recall you wish to record an action against.
  2. Within the upper section of the Search Recalls window, select one or more of the available recalls to manage actions for (you can add actions for multiple recalls simultaneously). If you select a single recall, its associated actions are displayed in the lower section of the window.
  3. (optional) If the selected recall has had actions applied to it which were subsequently deleted, you can reveal these now by clicking the Show Deleted button at the bottom of this window. If this button is not available, it is because there a no deleted actions to reveal.
  4. Then, to:
    • Add a new action, click Add. Continue now to Step 5.
    • Edit an existing action, select it from those available, and then clickEdit. The Edit Recall Action window appears. Continue now to Step 6.
    • Delete an existing action, select it from those available, and then click Delete. You will be prompted to confirm this. Note that this cannot be reversed.
  5. The Add Recall Action window appears.
  6. Indicate who performed the Recall Action via the associated drop-down list. Optionally, you can elect to include inactive anddeleted practitioners and users in this list.
  7. Indicate the type of action performed. This list of hard-coded actions includes:
    • Consultation
    • Other
    • Send Email
    • Send Fax
    • Send Letter
    • Send SMS
    • Telephone Business
    • Telephone Home
    • Telephone Mobile
  8. Enter the date on which the Action was performed.
  9. (Optional) Record a comment if desired.
  10. (Optional) Indicate whether you also wish this action to be recorded as an attempt to contact the patient.
  11. Click Save to save the action to the patient's recall item.

Results