Adding a Recall

Recalls within Vision enable you to contact your patients in a timely manner for reviews. Common uses include cervical cytology, blood pressure checks, chronic disease checks and age related checks.

Note - Medication Reviews are set up separately, see Adding a Medication Reviews for details.

To add a recall:

  1. From Consultation Manager, select the patient required and start a consultation if required.
  2. Either:
    • Select Add - Recalls, remember you can use <Alt+A> then <Alt+R> if using the keyboard.

    or

    • Select Recall from any screen.
  1. The Recall - Add screen displays:

  1. Complete as follows:
    • Set up Date - Defaults to today's date, update as required.
    • Clinician Setting Recall - Defaults to the staff member or GP signed on for the current session, update as required.
    • Recall Status - Defaults to Outstanding, update as required:

      • Outstanding - Select to indicate the recall is current.

      • Cancelled - Select to indicate the recall is no longer relevant or active.

      • Complete - Select to indicate recalls which have been fully actioned.

      • None - This allocates the recall no status.

    • Read Term for Recall Trigger - If this Recall is generated:
      • from a Recall , this defaults to the selected Read Term.
      • From Add - Recalls, enter the Read Term required.
    • Recall Date - Enter a date for the follow up communication, standard Vision short dates work here, for example 2w =2 weeks, 3m = 3 months, 5y = 5 years.
    • Clinician to Action Recall- Defaults to the staff member or GP signed on for the current session, update as required.
    • Read Term for Recall Reason - Defaults to the same Read Term as the Recall Trigger, update as required. For example, Recall Trigger could be allergic rhinitis, while the Recall Reason could be Allergic disorder monitoring.
    • Notes - Select to add free text if required.
    • Letter - Select to create a recall letter, see Generating a Recall Letter for details.
  2. Select OK to save and close.

It is good practice to have only one active recall for each review category, for example, one for BP recall , one for diabetic review. If you find you have multiple recalls for individual aspects of a patient's record, you should ideally tidy them, see Tidying Recalls for details .

Recalls in Vision 3 Appointments

You can select to see any active outstanding recalls within a specified time period when booking appointments, see Booking - System Constants for details.