Updating Recalls from the Patient's Record

When you complete a recall, create an outstanding action and a recurring recall if required.

About this task

In the following example, a patient has returned to the practice for his annual diabetes review after receiving a recall notification. We now want to mark this recall instance as completed, and generate a new recall for next year's diabetes review.

Procedure

  1. Select Clinical > Recall. The Recall Items window displayed.



  2. 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.
  3. Click Update.
  4. In the Update Recalls window for this example we have selected one recurring recall to update. Optionally:

    • To automatically generate a new recall for each selected recurring recall, set Increment Recurring Recalls. 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 remains as scheduled.
    • To create an outstanding action reminder notice displayed when you next open the patient's record, set Add to Outstanding Actions List. For more information, see Outstanding Actions.
  5. Click Update and confirm your selections.

Results

If you elected to increment the recurring recall, a new recall now appears in the patient's Recall Items window.