Difference between revisions of "Assigning a Recall"

From Optisoft
Jump to: navigation, search
Line 5: Line 5:
 
==Attaching a Recall Category==
 
==Attaching a Recall Category==
 
In order to add a Recall to a Record, follow the below instruction.
 
In order to add a Recall to a Record, follow the below instruction.
<center>[[image:AddingRecall.jpg|border|700px]]</center>
+
<center>[[image:AddingRecall.jpg|border|700px|Patients Recall]]</center>
 
*You will first need to find a patient record.
 
*You will first need to find a patient record.
 
*Select Add a New Recall from the Recall tab located at the bottom of the Record screen.
 
*Select Add a New Recall from the Recall tab located at the bottom of the Record screen.
Line 13: Line 13:
 
==Patient Preferences==
 
==Patient Preferences==
 
Optisoft.Net allows you to specify how each individual Patient would prefer to be contacted.
 
Optisoft.Net allows you to specify how each individual Patient would prefer to be contacted.
<center>[[image:Preferences.jpg|border|300px]]</center>
+
<center>[[image:Preferences.jpg|border|300px|Patients Preferences]]</center>
 
*From the available list simply select the necessary Method and use the Up & Down buttons to change it position.
 
*From the available list simply select the necessary Method and use the Up & Down buttons to change it position.
 
*The Method at the top of the list will be how to Recall Module will contact the patient should your recall category cater for it.
 
*The Method at the top of the list will be how to Recall Module will contact the patient should your recall category cater for it.

Revision as of 12:16, 18 November 2014

This page is currently under construction

Attaching a Recall Category

In order to add a Recall to a Record, follow the below instruction.

Patients Recall
  • You will first need to find a patient record.
  • Select Add a New Recall from the Recall tab located at the bottom of the Record screen.
  • You will now be able to enter the Start Date and select the necessary Recall Categories from the Recall Types.
  • Click on Save and then Back when finished.

Patient Preferences

Optisoft.Net allows you to specify how each individual Patient would prefer to be contacted.

Patients Preferences
  • From the available list simply select the necessary Method and use the Up & Down buttons to change it position.
  • The Method at the top of the list will be how to Recall Module will contact the patient should your recall category cater for it.
  • If a Method is greyed out, this means that the Patient Record is missing the necessary details in order to use that Method i.e. No email address etc.

Back

Home