Generate a Recall by Searching for Patients

Create a recall after searching for and locating the patient's record.

Before you begin

Permissions:
  • View Clinical Reports
To create a recall from the patient reports menuPatient Reports, you must first search for the patient records in the Patient Report menuPatient Reports section. For more information, see Patient Reports.

About this task

Create a recall for a single or selected patients from the patient reports menuPatient Reports window.

Procedure

To create a recall:
  1. In the Patient Report menuPatient Reports search results, create a recall:
    • For a single patient, hover your mouse over the required patient and in the Actions column, click Recall from SearchRecall.
    • For multiple patients, select the required patient records and click Add selected to recalls.
      Patient Reports Example
    You are redirected to the create recall panel.
    Note:
    • Recalls cannot be generated for deceased patients. However, if you want to generate a report that includes deceased patients, in the Patient Filters section, set Include Deceased Patients before searching.
    • To include patients' contact details in the search results, toggle Show contact details to on.
  2. From the Centre list, select the centre for which you want to create a recall for the patient. Helix defaults to the currently logged-in centre.
    Example recalls
    Tip:
    The settings you select are applied to the recall for all of the selected patients.
  3. 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
  4. From the Recall type list, select a reason for the recall.
    Example Recall reasons
  5. 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.
  6. 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.
  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

Recalls are created for a single patient or for all selected patients.

What to do next

To view the recalls, select Message Centre iconMessage Centre > Recalls. For more information, see Recalls in the Message Centre.
Message Centre Recalls Example