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.

Before you begin

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

To generate recalls for a group of patients if you are unsure if any of them have a current recall, see Adding Recalls via the Patient Search Module.

Procedure

  1. In the front screen, select Search > Recall.
  2. In the Recall Search Criteria, select criteria to find upcoming recalls.

  3. Click Search.
  4. In the Search Recalls window, select the patients for whom you want to generate a new recall.

    The purpose of conducting this search is to gain access to the Add Recall option on the search results window, and this button is only available if there are actual results present. If after conducting a search, you find that the criteria you selected presented 0 results, modify the criteria and conduct a new search.

  5. Click Add Recall.
  6. In the Add Recall or 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 the 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.
  7. Click Save to add the Recall to the record of each selected patient.