What this guide helps you do
Recalls record when the clinic should follow up with a patient and whether that follow-up has been completed.
In this guide
- Create a recall
- Use a suggested date from a recall type
- Mark or unmark recalled
- Edit, archive, and restore recalls
- Open the scheduler for follow-up
The Recalls area in its normal view before any item is selected or edited.
Create a recall
1
Choose New recall
Select the recall type when applicable.
2
Set the due date
Use the suggested date when it matches the care plan, or choose the verified date.
3
Add a useful note
Explain the purpose or context without duplicating a treatment note.
4
Save and review
Confirm the recall appears with the correct due date and status.
The new recall form with due date, note, and suggested date.
Complete or act on a recall
1
Select the recall
Review its due date and note.
2
Choose Mark as recalled
Use this after the follow-up action has actually occurred; choose Unmark to correct an accidental completion.
3
Choose Schedule when booking is the next step
The scheduler opens so an appointment can be arranged.
4
Archive if it should leave the active list
Restore it later from archived recalls when needed.
A saved recall with Mark as recalled, Edit, Archive, and Schedule.
Things worth knowing
- A recall is a follow-up reminder, not an appointment.
- Marking recalled should reflect a completed action, not simply that the due date arrived.
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