Automated Patient Recall system provides a secure and effective way to send reminders (Email, Text and Voice) to patients to schedule follow up appointments for Office Visits, Lab Tests, Procedures etc.
You can add Recall Types required for your practice under Settings > Patient Recall > Recall Types section.
You can add Custom Recall Status required for your practice under Settings > Patient Recall > Recall Status section. Click on the '+ Recall Status' button to add a new custom recall status.
Once custom status are added, you can assign them to recalls from the 'Patient Dashboard > Recalls' section.
The reminder content is fully customizable. You can change the default content and choose the reminder options to be enabled by default from Settings > Patient Recall > Preferences section.
Patient follow up can be added during encounter from Encounter > Chart Notes > Follow up Section.
Instead of adding follow ups manually, you can also create follow up Templates with frequently used follow ups and use them during encounter.
To create a follow up template
Follow ups added during encounter are listed under Patient > Recalls section. You can also add new recalls from this section using '+ Recall' button.
Patient follow ups are shown in 'Pending' status by default and the status gets automatically changed to 'Completed', once reminders are sent on configured dates. You can also manually mark the status as 'Completed', if the patient has already scheduled a follow up and no further reminder required.
Pending recalls of the patient are shown while booking appointment and if required the front office staff can mark the recall status as completed.