Resource Center


Patient Recall

The 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.
Automated Patient Recall

Recall Types

You can add the Recall types required for your Practice under the 'Settings > Patient Recall > Recall Types' section.
Recall Settings
Recall Types

Recall Status

You can add the Custom Recall Status required for your Practice under the 'Settings > Patient Recall > Recall Status' section. Click on the '+ Recall Status' button to add a new custom Recall status.Recall Status

Once the custom status gets added, you can assign them to Recalls from the 'Patient Dashboard > Recalls' section.
Assign Recall Status

Reminder Content and Default Reminders

The reminder content is fully customizable. You can change the default content and choose the reminder options to be enabled by default from the 'Settings > Patient Recall > Recall Preferences' section.
Recall Preferences

  1. Choose the reminder options to be enabled by default.
  2. Configure the date on which the reminders need to be sent.
  3. Change the reminder content if required.
  4. Click on the 'Save' button to save the changes.

Add Follow-up

Patient follow-up can be added manually or using templates using the following steps

Add Follow-up Manually

Practice Members can add Patient follow-up manually using the following steps:

  1. You can add a patient follow-up from these sections.
    • Encounter - Go to the 'Encounter > Chart Notes > Follow up' section and click 'Add Follow up'.
      Add Patient Follow up
    • Patient Dashboard - Go to the 'Recalls' section and click on the '+Recall' button.
      Add Recall
  2. Then, choose the Follow-up Type.
  3. Enter the follow-up notes and due date.
  4. Choose the required reminder options and click on the 'Add' button.
    Add Follow up

Add Follow-up Using Templates

Instead of adding follow-ups manually, you can also create follow-up templates with frequently used follow-ups. To create a follow-up template, follow the steps given below.

  1. Go to Settings > Templates > My Templates
  2. Click on the '+ New Template' button.
  3. Enter the Template Name.
  4. Choose the Template Type as 'Follow up' and click on the 'Proceed' button.
    Follow up Template
  5. Use the 'Add Items' button to add the follow-up entries.
    Add Template Items
  6. Click on the 'Save' button.

Once done, you can click on the 'Templates' option available in the 'Encounter > Chart Notes > Follow up' section or from the 'Patient Dashboard > Recalls' section to add them based on your workflow.
Recall Add Template
Recall Add Template Chart Notes

View Recalls from Patient Dashboard

The Follow-ups added during the encounter are listed under the 'Patient > Recalls' section. You can also add new recalls from this section using the '+ Recall' button.

The Patient follow-ups are shown in 'Pending' status by default. The status gets automatically changed to 'Completed' once the 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 is required.
Recall List

Pending Recall Notification in Calendar

The Pending recalls of the Patient are shown while booking an Appointment, and the Front office staff can mark the Recall status as completed.
Notification in Calendar

Recall Report

The Recall report helps to get a list of Patients for whom a follow-up is advised during an Encounter.

Go to the Home page and select the 'Analytics' icon. Click on the 'Recall Report' option under the 'Custom Report' section. You can filter the results by Recall Type, Recall Status, Due Date, and Provider.
Recall Report