Editing Recalls
Edit active recall from the patient's record.
Before you begin
Procedure
To edit an active record:
- In a patient's record, select .
-
In the Recall Items window, either double-click the recall you
want to edit or select it and click Edit.
-
In the Edit Recall: patient window,
modify the criteria of the recall:
- 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. 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.
- 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.