Adding recalls manually

Recalls are typically generated automatically, but you can add a recall to a patient's clinical record directly or from an incoming result.

Tip: If the recall you require is not listed, ask your Administrator to add a recallable Clinical Item Type with the correct Clinical_Item_Keyword.html#Clinical_Item_Keyword__Recall_keywords.
To add a manual recall to the patient's clinical record:
  1. In the clinical record, click Recall buttonRecall.
  2. In the manual recall list, select the required recall, or select Browse all item types.
    Example manual Recall menu
    All clinical item types with a class of Procedure, Immunisation or Referral that have been set to Recallable and have a keyword of $Recall are displayed.
  3. If you chose to browse for the item, in the Clinical Terms Browser, in the Search-terms field, enter a phrase. For example, Encounter.
    Example clinical item search
    Only those clinical item types with a class of Procedure, Immunisation or Referral that have been set to Recallable are displayed.
  4. Select the required clinical item in the list, and click Select.
  5. In the Add Recall window, from the Planned date calendar, select when you would like to see the patient.

  6. If Allow Recall Expiry has been enabled for the Clinical Item Type, if required, from the Recall expiry date calendar, select when the recall will automatically be removed from the patient’s file if it has not been completed by that date.
  7. From the Responsibility list, select who is responsible for managing the recall.
  8. Click Save.
The recall is added to the patient's To Do list in their clinical record. The recall shows the due date for the recall in the Date column and the number of days remaining until the recall expires in the Exp column.
Example manual recall in To Do list

You can also add a manual recall to a patient's To Do list from investigation results.

In the investigation result, click Recall buttonAdd Recall and follow steps 2-8 above.