C1. New Recall Report | PracticeSuite

Description

This report lists all patient recalls and alerts added to the system.

Significance

For every patient for whom recalls are created, the report highlights the recall details like the initiation date, due date, created user, assigned to, reminder status, review date, reviewed by, etc., along with the patient details.

Patient communication information is also included in the report.

Search Filters for C1 Report

Field	Description
Due Date	To Filter by the due date set for the recall, provide a due date range
Initiate Date	To filter by initiation date of the recall, provide initiate date range (providing either due date or initiation date is mandatory)
Alert/Recall Creation Date	To filter results by recall creation date
Patient DOB	Date field; to provide the range of patient date of births.
Reminder Status	Select Completed/Pending/Void/Reviewed/ALL
Assigned To User	Recalls can be filtered according to the user to whom it is assigned
Reminder Type	To filter by reminder types; select one from the drop-down Alert/Callback/Completion/ReCheck/Recall, etc.
Reminder Category	To filter recalls by category like billing, X-ray, etc., choose one from the category drop-down.
Patient	To view recalls of a specific patient; This is a smart search field; Provide name or MR#
Include Void	To include Voided recalls along with the result (Reminder status: Void)
Include Completed	To include Completed recalls along with the result (Reminder status: Completed)