Removing Unwanted Recall Reasons

Remove custom recall reasons created by your users.

When you record a recall notification for a patient, you can enter a customised term or description of the recall reason (or protocol), as opposed to using those supplied with Clinical.

A caveat of using customised recall protocols is that patient records associated with them might not appear in the results of recall searches you conduct.

For example, if you had entered a customised recall reason of URGENT RESULT, and you later conducted a search for recalls that use the supplied criteria of 'URGENT TEST RESULT', any records that used your customised reason would not appear in the search results.

To account for this, the Merge Clinical Lists utility allows you to easily search for and replace any customised entries with those supplied with Clinical.

There are three stages to managing the recall protocols used in your database:
  1. Determining which customised recall protocols you wish to keep (generally those currently in use).
  2. Locating and deleting any user-defined recall protocols that are not currently in use, and which you do not wish to make available for future use.
  3. Replacing the remaining customised recall protocols with the supplied protocols.

Whilst you cannot prevent a user from free typing a customised recall protocol in future, most users will use the list supplied to them if it is well maintained. It is recommended that you consider tidying up your recall protocols periodically by following this guide.

Note:
Replacing your customised recall protocols with the supplied protocols cannot be reversed. Conduct this procedure outside of work hours, and after you have backup of your MedicalDirector database.