Adding Patient Recalls

Brief Overview

Recalls are used as reminders to organise an appointment for a patient after a certain length of time (ie 4 weeks or 12 months). Recalls are normally used for things such as post-operative follow-ups, the ongoing monitoring health conditions, annual checkups, or to discuss recent test or scan results. 

 

Short Version

  • Click the Add Recall icon in the Scheduler
  • Search for and select the patient.
  • Complete the recall information using the fields provided.
  • Record any relevant notes.
  • Click Create

 

Instructions

Recalls can be added from two areas within Clinic to Cloud: the Scheduler and from within a Current Consultation

 

Adding a Recall from the Scheduler

Highlight a patient and click the Add Recall button, or click the Add Recall button and search for and select the patient.

Scheduler_add_recall.png

 

Adding a Recall during a Consultation

Click the Add Recall button.

Consult_add_recall.png

 

1. Complete the Recall information. 

A Patient Search for and select the patient. This is unnecessary in a consultation.
B Reason The name of the recall, and why the patient must return.
C Doctor The doctor who needs to see the patient. 
D Location Where the patient's appointment should be held.
E Set Recall Date The due date for the recall - when you'd like the patient to return.
F Repeat Every Allows the patient to be recalled at a certain interval (ie monthly). 
G Stop Recalling The last date a patient should be recalled to the practice.
H Notes Further information about the recall, patient, or appointment if needed. Please note, this information is shared with the patient in the Patient Portal (if enabled). 

 

Recall_window_alphabet.png

 

2. If you would like an SMS to be sent to the patient when their recall is due, tick the Send SMS field.

A) Recall SMS are sent at 9:00AM on the Recall Due Date

B) This will incur normal SMS fees.

Sending_SMS.png

 

3. Click Create

Create_Recall.png

 

4. The Recall will then be added to the patient's permanent clinical record, and can be found in the Recalls window.

Recalls_window.png

 

For information on managing your recalls, please see this article.

 

Further Reading

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