Generate a Recall from the Patient's Record

Create a recall during a consult from the patient's record.

About this task

Create a recall from the Consult panel.

Procedure

To add a recall:
  1. From the PatientPatient Search or Patient Queue iconPatient Queue, select a patient and click Consult buttonConsult.
  2. In the Consult panel, select More > Recall to open the Recall panel.
    Example Recall panel
  3. From the Recall type list, select a reason for the recall.
    Example Recall reasons
  4. If required, to notify the patient immediately, set Urgent.
    Example urgent recall
    • The title changes to read Urgent Recall.
    • The recall date defaults to the current date and cannot be modified.
  5. If it is not an urgent recall, from the Date calendar, set an interval or a specific date on which the patient is to be notified of the recall.
    Example recall date selection
    Tip:
    Default recall intervals depend on the type of recall reason selected and can be customised for your health centre.
  6. By default, recalls are created for the user currently logged in. However, recalls can be assigned to any Health Care Professional with practitioner-related permissions. To assign the recall to another practitioner, from the HCP to add recalls to list, select the preferred practitioner.
    Example HCP alternatives
  7. Depending on the recall type:
    • In the Medical Note field, enter any required information.
    • Click add letter note iconLetter note and complete a recall letter.
  8. Click Save.

Results

The recall is saved to the patient's Timeline.
Example recalls in the Patient Timeline

What to do next

From the patient's Timeline or from the Message Centre, you can now action the recall. For more information, see Complete a recall.