Updating Recalls from Search
Complete or update multiple recalls.
Procedure
- From the Clinical main screen, select .
-
In the Recall Search Criteria window, select criteria to
search for upcoming recalls. See Recall
Searches for information on key features of this window.
- Click Search when you are ready to conduct the search.
-
The Search Recallsshows your search results. Select one or
more recalls to update, and then either:
- To conduct a Mail Merge for the selected recalls, click Mail Merge. Continue now to Step 5.
- To print the list of selected recalls, click Print List. Continue now to Step 5.
- Click Update. Continue now to Step 6.
-
In the Update Recalls window, set I Do wish to
update (complete) these recalls at this time, and. Notice in this
example that the window indicates we have 1 Recurring recall selected to update.
- 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:
-
Alternatively, in the Update Recalls window:
- 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 OK or Update and confirm your selections.