Updating Recalls from within the Patient's Record
Before you begin
In the following example, a patient has returned to our practice for his annual diabetes review after receiving our recall notification. We now wish to mark this recall instance as completed, and generate a new recall, for next year's diabetes review.
Procedure
- Select . The Recall Items window displayed.
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- Select the recall you wish to update. In the example above, we have selected the patient's Diabetes Review. In this instance is it a recurring recall - the patient has returned for their review, and as such we need to mark this recall as completed, after which a new Diabetes Review recall will be generated automatically for us.
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Click Update. The Update Recalls window appears. Notice in
this example that the window indicates we have selected one Recurring recall to
update.
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Optionally;
- Tick the Increment Recurring Recalls check box. This will automatically generate a new recall for each selected recurring recall. Then, indicate whether you want to;
- Increment from today: Regardless of when a recall's next due date was going to fall, it is calculated from today, instead.
- Increment from due date: The recall's next due date occurs as per its pre-defined schedule.
- Tick the Add to Outstanding Actions List check box. An Outstanding Action is simply a reminder notice about the patient that appears on-screen upon opening the patient's record. See Outstanding Actions for more information.
- Tick the Increment Recurring Recalls check box. This will automatically generate a new recall for each selected recurring recall. Then, indicate whether you want to;
- Click Update to confirm your selections. You will be prompted that the update was successful. If you elected to increment the recurring recall, a new recall will now appear within the patient's Recall Items window.