Edit Recalls from the Message Centre

Practice Managers and Administrators can send SMS recalls or letters, record comments about contact attempts, repeat recalls, complete recalls or defer recalls from the Message Centre.

About this task

Permissions:
  • View Recalls
  • Update Recalls
  • View Recall Medical Notes

Procedure

To edit recalls in the message centre:
  1. In the toolbar, select Message Centre iconMessage Centre > Recalls.
    Recalls tab
  2. If required, filter or sort the list of recalls:
    Example recalls in the Message Centre
    • Sort recalls by data type by selecting the column header on which you want to sort.
    • Filter the recalls displayed by:
      • Recall Type - display only urgent recalls if required.
      • Status - display recalls based on their status, either: New, Contacted, Sent or Closed
      • HCP - display recalls for all healthcare practioners, or only the selected healthcare practioner.
      • Centre - if available, display recalls for other centres.
      • Date - select a date range to list only those recalls that are due during the selected period.
  3. Locate and select the recall you want to modify.
  4. In the Recall panel, make the required changes.

    Example edit recall in message centre
    Tip:
    You cannot edit the recall reason, urgency, or date from the Message Centre. This content can only be edited by a practitioner from within the patient's record.
    • Comments - add comments about the recall.
    • Successful contact iconSuccess - record successful contact attempts for an urgent recall.
    • Contact failed iconFailed - record failed contact attempts for an urgent recall.
    • Remove - delete the recall. Available only to clinicians.
    • Defer - keep the recall open & defer it the recall. The recall remains in the Timeline and in the filtered list of new recalls in the Message Centre. Available only to clinicians.
    • Complete - indicate that the recall has been successfully made. The recall is removed from the patient’s Timeline and is added to the filtered list of contacted recalls in the Message Centre. Available only to clinicians.
  5. Set up repeat recalls for the patient if the clinical interaction is ongoing and is not urgent. Repeated recalls copy the settings from the original recall and include the medical and letter notes and comments.
  6. Click Save.

Results

Depending on the action taken, the recall may be moved to a separate list and may not be visible from the patient timeline.