Updating Recalls from Search

Complete or update multiple recalls.

Procedure

  1. From the Clinical main screen, select Search > Recall.
  2. In the Recall Search Criteria window, select criteria to search for upcoming recalls. See Recall Searches for information on key features of this window.

  3. Click Search when you are ready to conduct the search.
  4. The Search Recallsshows your search results. Select one or more recalls to update, and then either:

  5. 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.
    Continue now to Step 8
  6. 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.
  7. Click OK or 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.