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How should you manage recalls?
Posted: February 26, 2012

In the assessment & plan portion of the exam, the doctor will choose a recall based on when he/ she would like to see that patient return to the clinic. That recall will stay in the patient file and appear on recall reports until the patient schedules the appointment and then it goes away. If the patient cancels the appointment for any reason, the recall returns in the patient file. So when you
are running your recall reports, you can look at future dates to generate a list of patients that are due back or you can look at previous dates to generate a list of patients that were due back but never scheduled an appointment.

The different types of recalls should be set up in advance in Administration> Data Configuration> Care Plans> Recall.






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