Updating Recalls via the Search Recalls Module
Before you begin
Procedure
- From the Clinical main screen, select .
-
MedicalDirector Clinical's list of Recalls opens, and you
are automatically prompted to select criteria for conducting a search of upcoming
recalls, using the Recall Search Criteriawindow. See Recall Searches for information on key features
of this window.
-
Enter the criteria you wish to search for. Click
when you are ready to conduct the search. -
The Search Recalls list becomes populated with your search results. See Recall Searches for information on key features of this window.
-
Select one or more recalls to update, and then either;
- Click Mail Merge to conduct a Mail Merge for the selected recalls. Continue now to Step 6.
- Click Print List to print the list of selected recalls. Continue now to Step 6.
- Click Update. Continue now to Step 7.
-
After conducting one of the above, the Update Recalls window appears. Notice in this example that the window indicates we have 1 Recurring recall selected to update. Indicate that you do wish to update (complete) these recalls, by selected the associated option. 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.
- Continue now to Step 9.
- 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;
-
After conducting one of the above, the Update Recalls window appears. Notice in this example that the window indicates we have 1 Recurring recall selected to update.
-
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 OK / Update to confirm your selections. You will be prompted that the update was successful.