Invoke Patient Menu from the main menu to search the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN, Home Phone, MR# or DOB (Date of Birth).
Select the appropriate Patient from the search result and go to the patient’s demographics.
Click on Recall/Alerts button from the patient demographics page and a new window opens up for Recall and Alerts.
Enter the details as mentioned below.
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Initiate Date |
Click on the date icon and choose the date of initiation of this Recall. |
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Due Date In |
Select a due date for the Recall. |
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Subject |
Enter a Subject for this Recall in this box. |
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Status |
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. |
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Type |
Click in this box and choose the type of Recall (CALL BACK, COMPLETION, RECHECK, RECALL, REMINDER, TO DO, Alert). |
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Category |
Select the correct category of the Recall from this box (CONSULTATION, COUNSELING, FOLLOW UP, LAB, X-RAY, Billing). |
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Review Date |
This date is entered when a user reviews the Recall (not required field). Alerts will be notified only till the review date. |
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Assigned to User |
Select the user to whom this Recall should be assigned, the current user is selected by default. |
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Details |
Enter the details of the Recall. |
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Review Comment |
Comments while reviewing the Recall can be entered in this box if required. |
Click the Save button to Save this recall/alert, the Recall/Alert will be added to the list as shown below.
To add a new recall/Alert from this screen, click on the 
button on top of the list.
The added Patient recalls and alerts are displayed as popup in the Charge Entry, Charge Master, Scheduler, EMR and Patient Master Screens on selecting the patient.
Billing Alerts are displayed only in the billing related screens like Charge Entry and Charge Master. However, all the alerts are displayed in Patient Master screen irrespective of their category.
Also, Recall will also be added to the Reminder tab on the Clinical Desktop. Next time when the user or clinical staff opens the Clinical Desktop, the Reminder tab will blink. On clicking the Reminder tab, all the Clinical Reminders with their Status as Pending will be displayed with particulars like Patient name, Details, Status, Initiate Date and Due date.