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Reminder Recall Setup | WRS Health Virtual Classroom

REMINDING/RECALL SETUP

STEPS

To create a recall from any of the areas (See NOTES below), you will:
  1. Search for the patient’s name (unless you are using options B/C – where the name auto-populates)
  2. Create when the recall is set for (time parameter)
  3. Assign an appointment type and a resource, if needed, and this will reflect when the patient should be
    “seen by”.

NOTES

There are multiple ways to set up Patient Recall:
  • Creating from the queue (SCHEDULER → PATIENT RECALL)
  • Search the patient’s name and click on ‘Patient Recall’
  • From the patient’s hover screen, click on ‘Patient Recall’

To view a recall from the queue (Scheduler → Patient Recall), you can search recalls and receive a master list of anyone with a recall, based on the parameters set in the search criteria. This list can be sent via email or printed off.