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Clinical Management
Use Clinical to record your consultations with a patient and their clinical details.
Recalls
A recall is a type of flag recorded against a patient's record to inform practitioners or practice staff of when a patient is due to return to the practice, usually so that some clinical procedure can be performed.
Adding, Editing, and Deleting Recalls
Adding Recalls via the Patient Search Module
Generate recalls for a group of patients.

Clinical Management
Use Clinical to record your consultations with a patient and their clinical details.
- Actions
  An Action is a record of something that was done or is to be done for a patient.
- Progress Notes
  Record notes about a patient's visit in Progress Notes.
- Prescribing
  Use Prescribing to prescribe medications to your patient, conforming with all requirements and regulations.
- Recalls
  A recall is a type of flag recorded against a patient's record to inform practitioners or practice staff of when a patient is due to return to the practice, usually so that some clinical procedure can be performed.
  - Patient's Recall Items List
    View a patient's recall items.
  - Adding, Editing, and Deleting Recalls
    - Adding Recalls via the Search Recalls Module
      Generate a list of patients with due recalls, mark the recalls as complete and then generate a new set of recalls for the same set of patients.
    - Adding Recalls via the Patient Search Module
      Generate recalls for a group of patients.
    - Adding Recalls via the Patient's Record
      Generate recalls for a patient.
    - Editing Recalls
      Edit active recall from the patient's record.
    - Deleting Recalls
      Delete recalls from a patient's record.
  - Completing and Updating Recalls
    When you have completed the review for which a recall was created, complete it and optionally generate other recalls and actions.
  - Managing Recall Reasons
    Define a list of recall reasons which you can use later when recording a recall.
  - Removing Unwanted Recall Reasons
    Remove custom recall reasons created by your users.
- Patient's Medical History
  History includes a patient's medical conditions, both active and inactive.
- Investigations
- Immunisations
  Use the Imm. tab to manage a patient's immunisations.
- Preventive Health
  The Preventive Health module provides assistance in identifying and preventing issues and potential problems by making suggestions or recommending actions.
- Assessments
- Cervical Screening
- Obstetrics Module
- Diabetes Module
- Summaries
  Clinical provides ormatted summaries which can be printed for patients.
- Measurements
  The Clinical measurements window displays the history of a patient's various clinical measurements.
- MedicalDirector Care
  Create Care Plans in MedicalDirector.
- Telehealth
  Consult with patients remotely.
- Honeysuckle Health Private Health Insurance Checker
- Tools
- Surgical Audit Tool
  Use the Surgical Audit Tool to record information about surgical procedures.

Adding Recalls via the Patient Search Module

Generate recalls for a group of patients.

Before you begin

To manage the recalls for an individual patient, see Adding Recalls via the Patient's Record.

To find patients with due recalls so you can complete the recalls and if required generate a new set of recalls for the same set of patients, see Adding Recalls via the Search Recalls Module.

This method assumes you have an understanding of how the Patient Search module works.

Procedure

To generate recalls for a multiple patients:

From the Clinical front screen, select Search > Patient.
In the Patient Search module, conduct a search for the patients for whom you want to generate a recall.
At the bottom of the search results, click Add Recall.
In the Add Recall: Multiple Patients Selected window, specify the criteria for the Recall you wish to create.
- Indicate the Practitioner/User the Recall is being created on behalf of. The practitioner/user currently logged in is selected by default. For non-clinical users, this item is initially left blank.
- Indicate the reason for the Recall. You can select a reason from the list provided, or you can add a new reason to the list. Tick Restrict by Age and Sex at Birth to show only reasons suitable for the age and/or sex at birth of the selected patient (only available if you have selected a single patient record). If you select a reason from the list, its schedule settings are loaded for you automatically. You can modify these if you wish, and such modifications will not affect the reason definition, nor will they affect any Recalls already saved.
  You can quickly jump to an entry in the list by typing the first few letters of it into the text box provided. Then, press TAB+ENTER to select the item. Alternatively you can press TAB to move to the list and then use your arrow keys to scroll through the list.
- If there are no suitable Recall reasons in the list, you can create one from here.
- Indicate whether this is a once-only Recall, or a recurring Recall. For recurring Recalls, you must also indicate the interval between Recall visits.
- Indicate the Recall date:
  - For once-off Recalls, this is the date on which you wish the patient to return to the practice.
  - For recurring recalls, this is the date on which you wish the first return visit to occur.
Click Save to add the Recall to the record of each selected patient.