1. Choose the Scheduler from the Main Menu.

2. Move the mouse over the appointment whose eligibility is to be checked to open small pop up window.


3. From the Pop up window click the Recalls link to open patient Recall page.

4. The list of existing Recalls will be displayed on the top. To add a new Recall click on the add_icon_small icon on the top.


5. Enter the details as mentioned below.

Initiate Date

Click on the date icon and choose the date of initiation of this Recall.

Due Date In

Select a due date for the Recall.


Enter a name for this Recall in this box.


Set the status of this Reminder to PENDING, it can be changed later to (COMPLETED, REVIEWED or VOID) depending on the nature of the task.


Click in this box and choose the type of Recall (CALL BACK, COMPLETION, RECHECK, RECALL, REMINDER, TO DO, Alert).


Sect the correct category of the Recall from this box (CONSULTATION, COUNSELING, FOLLOW UP, LAB, X-RAY,Billing)

Review Date

This date is entered when a user reviews the Recall. (not required field). Alerts will be notified only till the review date.

Assigned to User

Select the user to whom this Recall should be assigned, the current user is selected by default


Enter the details of the Recall

Review Comment

Comments while reviewing the Recall can be entered in this box, if required

6. Click the Save button to save this recall, the Recall will be added to the list as shown below.


7. The added Patient alerts are displayed as popup in the Scheduler Screens on selecting the patient.


8. Select the Do Not Show Again check box in the popus to inactivate the popup from the next time for that patient.

Leave a Reply

Your email address will not be published. Required fields are marked *