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
- Select Recall Items window displayed. . The
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- 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.
- Click Update.
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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.
- To automatically generate a new recall for each selected recurring recall, set
Increment Recurring Recalls. Then, indicate whether
you want to:
- Click Update and confirm your selections.