Recalls Reports

Specify a cancellation reason type or a recall type if required.

Specify the ordering of the report (patient name or date of birth), patient status, locality group and age range. Show all eligible patients or only those with a check due or due by a specified date (for example, you may specify a date in 7 days' time so that reminder letters can be sent).

If you select a specific encounter place, ensure that the associated locality group is also selected as automated recalls are not associated with an encounter place unless they have been manually accepted by a provider.

Referrals are excluded. Deceased and fictitious patients are excluded from the calculation.

The report can be run for any selected status, but it is most meaningful when run for current patients. It will then indicate automated recalls that you may wish to either disable or focus on.

Manually generated recalls are excluded from the calculation.

The formula used is: (Recalls complete * 100) / (Recalls complete and incomplete (due before today))

Deceased and fictitious patients are excluded from the calculation.

Use this report as a work list for contraceptive recalls.

This report lists recalls in any clinical item group with the word CONTRACEPTION in its title. Make sure locally defined terms are included in groups.

Filter by patient locality group.

Use to create work lists for all localities, or a specific locality.

This report is grouped by locality then ordered by due date.

Use this report to see recalls due in particular localities.

Also use this report to export recalls to Microsoft Excel. When exported, this report also includes a special format "due date".

Use this report to create work lists.

This report is the SQL version of the Recalls Due Form and can be used to schedule reports for automated generation and e-mail delivery.

There is an option to exclude on registration recalls.

Use this report to create work lists.

This report includes filters for provider and encounter place. When these filters are used any 'on registration' recalls are excluded as are 'on completion' and 'on presentation' recalls that were enabled after the trigger item was added to the database.

There is an option to exclude on registration recalls.

Clinics can use this report to see which of the recalls they have generated (either manually or by accepting On Completion or On Presentation recalls) are (over)due or nearly due.

On Registration recalls are not listed by this report.

A provider may use this report to see which of the recalls they have generated (either manually or by accepting On Completion or On Presentation recalls) are (over)due or nearly due.

The Provider selection box only shows currently enabled providers. The option to show <All Providers> includes recalls made by currently disabled providers and automated on registration recalls.

On Registration recalls are only shown if <All Providers> is selected. On Completion and On Presentation recalls that were generated retrospectively are only shown if <All Providers> is selected.

A provider may use this report to see which of the recalls they have generated (either manually or by accepting On Completion or On Presentation recalls) are (over)due or nearly due.

The Provider selection box only shows currently enabled providers. The option to show <All Providers> includes recalls made by currently disabled providers and automated on registration recalls.

On Registration recalls are only shown if <All Providers> is selected. On Completion and On Presentation recalls that were generated retrospectively are only shown if <All Providers> is selected.

Use the report, for example, to find all 'ear' recalls by selecting the topic 'Ear'.

Use this report to find patients where there may be a recall for, say, a pap smear, but the result has already arrived and may even have been reviewed but the recall remains.

To select a result enter all or part of the test name as returned by the pathology or radiology lab - all results matching the search will be checked.

Filter by patient's current locality or locality group.

Use this report to list recalls for clients who may be regular visitors to a clinic's area of responsibility.

Use this report to find check ups that are in progress including those that are just waiting for a doctor to complete.

A claim is due if the latest claim is more than the claim interval ago and the item is 100% complete. Complete the item and make the claim.

The item should be completed if the latest claim is less than the claim interval ago and the item date is older or equal to the claim date.

These COVID-19 MBS items are included as equivalents of the 715 health assessment item: 92004, 92016, 228, 92011, 92023.

Each record indicates the percentage of required qualifiers that have been completed in a timely manner. This is useful to indicate where a check up is 'nearly' complete rather than 'just started'. For records with a comment that only a doctor can complete that is some time in the past, but may now be out of date, the percentage complete will give an indication of whether the checks that have been done are not too long ago.

Fictitious patients are excluded but patients who have become deceased within the last six months are included. Patients with a cancelled recall are also excluded.

This report requires the HU5K dataset and appropriate recall protocols to be enabled.

The report prompts for patient status, locality group and maximum age of patient in years.

Only patients with a recall overdue or due in the next specified interval are included.

Use this report to monitor completion of reviews of immunisations for children.

The report can be ordered by name or date of birth (youngest first).

• '5Y 7M 2W 0D' means 5 years and 7 months and 2 weeks.
• '5Y 6M 0W 0D' means 5 and a half years.
• '0Y 0M 2W 3D' means 2 weeks and 3 days.

Immunisation recalls should be recorded using specific recalls which have descriptions beginning Review;immunisation; followed by the age due.

Click Yes to print a standard letter for each patient who has an upcoming review.

Click Advanced to export this list as a word processor merge file to send reminder letters.

This report can be printed and used for such areas as school or remote clinic visits.

Specific immunisation types or all immunisations due, can be selected. Localities and age groups can also be specified.

Use this report to find check ups that are in progress including those that are just waiting for a doctor to complete.

Each record indicates the percentage of required qualifiers that have been completed in a timely manner. This is useful to indicate where a check up is 'nearly' complete rather than 'just started'. For records with a comment that only a doctor can complete that is some time in the past, but may now be out of date, the percentage complete will give an indication of whether the checks that have been done are not too long ago.

Fictitious patients are excluded but patients who have become deceased within the last six months are included. Patients with a cancelled recall are also excluded.

Filter by patient status, locality or locality group and specified clinical items (including just recalls or just incomplete referrals).

Select Yes to exclude On Registration recalls and filter out any recall that has been put in a patient's To Do list by an automated on registration rule.

You can filter just recalls or just incomplete referrals.

Select Yes to exclude On Registration recalls and filter out any recall that has been put in a patient's To Do list by an automated on registration rule.

It has spaces to enter a recall completed date and next due date. The next due date (for the next recall) is optional and should only be used when the patient needs to be recalled at other than the standard recall interval or not at all. Recalls for deceased patients are excluded.

Use this report to create work lists. Run this report in Advanced mode or export to Microsoft Excel to display Medicare numbers.

This report is the SQL version of the Recalls Due Form and can be used to schedule reports for automated generation and email delivery.

This report includes filters for provider and encounter place. When these filters are used, any 'on-registration' recalls are excluded as are 'on-completion' and 'on-presentation' recalls that were enabled after the trigger item was added to the database. Additionally, filter by locality or locality group, recall, patient status, patient group, recall responsibility, age range, sex, provider, encounter place and patient risk status (using the 'At risk if appointments are missed' tickbox on the clinical record).

There is an option to exclude on-registration recalls.

This report can be printed and used for such areas as home or remote clinic visits.

Specific recall types or all recalls due, can be selected. Localities and age groups can also be specified.

Either all recall types or up to five specified recall types can be selected.

Use this report to create work lists.

This report is an SQL version of the Recalls Due Form and can be used to schedule reports for automated generation and email delivery.

This report includes filters for provider and encounter place. When these filters are used any 'on registration' recalls are excluded as are 'on completion' and 'on presentation' recalls that were enabled after the trigger item was added to the database.

The clinical item group filter is based on the patient having at least one clinical item belonging to that group in their clinical record of any date. It identifies patients with a specific chronic disease and is not related to the type of recall.

There is an option to exclude on registration recalls.

Use this report to automatically generate recall letters for patients with due or overdue recalls.

The Provider selection box only shows currently enabled providers. The option to show All Providers includes recalls made by currently disabled providers and automated on registration recalls.

Click Yes to print a standard letter for each patient who has an upcoming review.

Click Advanced to export this list as a word processor merge file to send reminder letters.

Use it to automatically generate recall letters for patients with due or overdue recalls.

Click Yes to print a standard letter for each patient who has an upcoming review.

Click Advanced to export this list as a word processor merge file to send reminder letters.

Use this report as a work list to contact patients who require follow-up after pathology results have been returned.

The report will include any recall that starts with the words Followup;Test result and any other recall that appears on the Add Recall button on the Match and Review Result window. For more information, see Reviewing and matching results.

Specify a recall type if required.