Generating Recalls

A new recall can be added to each patient's medical history:

1. Highlight the group to be targeted from the list.
2. Select Generate Recalls and the Group Recalls screen displays:

   

3. Select Create to display the Recall screen:

   

4. Complete the Recall form.
   • Set Up Date - Date that the recall is added, and defaults to today.
   • Clinician Setting Recall - Select the GP or other practice staff who is carrying out this recall record.
   • Status of Recall - Defaults to Outstanding, the other options are Completed, Cancelled or None.
   • READ Term for Recall Trigger - This is the clinical term description that triggers the recall, for example, medication review.
   • Recall Date - Enter the (future) date that all these patients are to be recalled, standard abbreviations can be used for example, 1m for 1 month.
   • Clinician to Action Recall - This refers to the GP or other staff member, who will action the recall.
     Select the drop-down arrow to choose from the list.
   • READ term for Recall Reason - This defaults to the same clinical term selected in READ term for Recall Trigger.
   • Notes - Select to add a note to this recall, select Close to return to the recall screen.
5. Select OK to finish and return to the Group Recalls view.
6. Select Start to generate the recalls.