Adding, Editing, and Deleting Recalls

 

Adding Recalls via the Search Recalls Module

You might use this method if you wanted to generate a list of patients with due recalls, so that you could mark the recalls as completed, and then generate a new set of recalls for the same set of patients, en masse. Whilst this method can be used for managing the recalls of an individual patient, it is not recommended - this is best performed via the patient's record.

If you wish to generate recalls for a group of patients, and you are unsure as to whether any of them have a current recall, you can do this via the Patient Search module, as explained below.

 

1.     Select Search > Recall. MedicalDirector Clinical's list of Recalls opens, and you are automatically prompted to select criteria for conducting a search of upcoming recalls, using the Recall Search Criteria window.

 

2.     Conduct a search for recalls.

The purpose of conducting this search is to gain access to the button on the search results window, and this button is only available if there are actual results present. If after conducting a search, you find that the criteria you selected presented 0 results, simply conduct a new search, and modify the criteria as necessary.

 

The Search Recalls list becomes populated with your search results. Proceed directly to Step 3.

 

3.     Select the patients you wish to generate a new recall for.

4.     Click Add Recall. The Add Recall: Multiple Patients Selected window appears. If you have selected a single patient record, this window would read 'Add Recall'.

 

5.     Specify the criteria for the Recall you wish to create.

o       Indicate the Practitioner/User the Recall is being created on behalf of. The practitioner/user currently logged in is selected by default. For non-clinical users, this item is initially left blank.

o       Indicate the reason for the Recall. You can select a reason from the list provided, or you can add a new reason to the list. Tick the Restrict by age and gender check box to show only reasons suitable for the age and/or gender of the selected patient (only available if you have selected a single patient record). If you select a reason from the list, its schedule settings are loaded for you automatically. You can modify these if you wish, and such modifications will not affect the reason definition, nor will they affect any Recalls already saved.

You can quickly jump to an entry in the list by typing the first few letters of it into the text box provided. Then, press TAB+ENTER to select the item. Alternatively you can press TAB to move to the list and then use your arrow keys to scroll through the list.

 

o       If there are no suitable Recall reasons in the list, you can create one from here.

o       Indicate whether this is a once-only Recall, or a recurring Recall. For recurring Recalls, you must also indicate the interval between Recall visits.

o       Indicate the Recall date;

         For once-off Recalls, this is the date on which you wish the patient to return to the practice.

         For recurring recalls, this is the date on which you wish the first return visit to occur.

 

6.     Click to add the Recall to the record of each selected patient.

 

 


Adding Recalls via the Patient Search Module

Use this method if you want to generate recalls for a group of patients, en masse. This method is not suitable for managing the recalls of an individual patient - this is best performed via the patient's record.

Note that if your intention is to locate patients who already have recalls recorded against their record, specifically so you can update (complete) these recalls, and perhaps generate new recalls for the group of patients, use the Search Recalls module instead, as explained above.

This method assumes you have an understanding of how the Patient Search module works.

 

1.     From the MedicalDirector Clinical front screen, select Search > Patient. The Patient Search module appears.

2.     Conduct a search for the patients you wish to generate a recall for.

3.     Locate and click the button at the bottom of the search results. The Add Recall: Multiple Patients Selected window appears.

4.     Specify the criteria for the Recall you wish to create.

o       Indicate the Practitioner/User the Recall is being created on behalf of. The practitioner/user currently logged in is selected by default. For non-clinical users, this item is initially left blank.

o       Indicate the reason for the Recall. You can select a reason from the list provided, or you can add a new reason to the list. Tick the Restrict by age and gender check box to show only reasons suitable for the age and/or gender of the selected patient (only available if you have selected a single patient record). If you select a reason from the list, its schedule settings are loaded for you automatically. You can modify these if you wish, and such modifications will not affect the reason definition, nor will they affect any Recalls already saved.

You can quickly jump to an entry in the list by typing the first few letters of it into the text box provided. Then, press TAB+ENTER to select the item. Alternatively you can press TAB to move to the list and then use your arrow keys to scroll through the list.

 

o       If there are no suitable Recall reasons in the list, you can create one from here.

o       Indicate whether this is a once-only Recall, or a recurring Recall. For recurring Recalls, you must also indicate the interval between Recall visits.

o       Indicate the Recall date;

         For once-off Recalls, this is the date on which you wish the patient to return to the practice.

         For recurring recalls, this is the date on which you wish the first return visit to occur.

 

5.     Click to add the Recall to the record of each selected patient.

 

 


Adding Recalls via the Patient's Record

1.     Select Clinical > Recall. The Recall Items window displayed.

 

2.     Click   The Add Recall window appears.

 

3.     Specify the criteria for the Recall you wish to create;

o       Indicate the Practitioner/User the Recall is being created on behalf of. The practitioner/user currently logged in is selected by default. For non-clinical users, this item is initially left blank.

o       Indicate the reason for the Recall. You can select a reason from the list provided, or you can add a new reason to the list. Tick the Restrict by age and gender check box to show only reasons suitable for the age and/or gender of the selected patient. If you select a reason from the list, its schedule settings are loaded for you automatically. You can modify these if you wish, and such modifications will not affect the reason definition, nor will they affect any Recalls already saved.

o       Indicate whether this is a once-only Recall, or a recurring Recall. For recurring Recalls, you must also indicate the interval between Recall visits.

o       Indicate the Recall date;

         For once-off Recalls, this is the date on which you wish the patient to return to the practice.

         For recurring recalls, this is the date on which you wish the first return visit to occur.

 

4.     Click to add the Recall to the selected patient's record.

You can quickly jump to an entry in the list by typing the first few letters of it. Then, press TAB+ENTER to select the item. Alternatively you can press TAB to move to the list and then use your arrow keys to scroll through the list.

 

 

 


Editing Recalls

Only active Recalls can be edited, and only via the patient's record.

1.     Select Clinical > Recall. The Recall Items window displayed.

 

2.     Locate the Recall you wish to edit, and either;

o       Double-click the recall, or

o       Select it, and click Edit.

The Edit Recall window appears.


 

3.     Modify the criteria of the Recall;

o       Indicate the Practitioner/User the Recall is being created on behalf of. The practitioner/user currently logged in is selected by default. For non-clinical users, this item is initially left blank.

o       Indicate the reason for the Recall. You can select a reason from the list provided, or you can add a new reason to the list. Tick the Restrict by age and gender check box to show only reasons suitable for the age and/or gender of the selected patient. If you select a reason from the list, its schedule settings are loaded for you automatically. You can modify these if you wish, and such modifications will not affect the reason definition, nor will they affect any Recalls already saved.

You can quickly jump to an entry in the list by typing the first few letters of it into the text box provided. Then, press TAB+ENTER to select the item. Alternatively you can press TAB to move to the list and then use your arrow keys to scroll through the list.

 

o       Indicate whether this is a once-only Recall, or a recurring Recall. For recurring Recalls, you must also indicate the interval between Recall visits.

o       Indicate the Recall date;

         For once-off Recalls, this is the date on which you wish the patient to return to the practice.

         For recurring recalls, this is the date on which you wish the first return visit to occur.

 

4.     Click

 

 


Deleting Recalls

Deleting a recall is not the same as flagging one as having been completed.

You cannot delete a recall that has been flagged as completed.

Deleted recalls are not removed from the patient's record, but simply hidden from view.

 

1.     Within the patient's record, select Clinical > Recall. The Recall Items window displayed.

 

2.     Locate and select the Recall you wish to delete.

3.     Click Delete. You will be prompted to confirm this action.