Difference between revisions of "Assigning a Recall"
From Optisoft
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| − | == | + | ==Assigning a Patient Recall== |
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: | + | <center>[[image:PatientsRecall2022.png|border|900px|Patients Recall]]</center> |
*You will first need to find a patient record. | *You will first need to find a patient record. | ||
*Select Add New Recall from the Recall tab located at the bottom of the Record screen. | *Select Add 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 | + | *You will now be able to enter the Start Date and select the necessary Recall Type and Category. Please note that only 1 Recall Category per Type can be assigned to a Patient Record at any one time. Previously assigned Types and Categories will not appear in the drop down lists until they have been removed from the Patient Record. |
*Click on Save and then Back when finished, or use the Auto Save feature. | *Click on Save and then Back when finished, or use the Auto Save feature. | ||
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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:NewPreferences.jpg|border|300px|Patients Preferences]]</center> | <center>[[image:NewPreferences.jpg|border|300px|Patients Preferences]]</center> | ||
| − | *From the available list simply select the necessary Method and use the Up & Down buttons to change | + | *From the available list simply select the necessary Method and use the Up & Down buttons to change its 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. | ||
*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. | *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. | ||
Latest revision as of 14:41, 10 March 2022
Assigning a Patient Recall
In order to add a Recall to a Record, follow the below instruction.
- You will first need to find a patient record.
- Select Add 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 Type and Category. Please note that only 1 Recall Category per Type can be assigned to a Patient Record at any one time. Previously assigned Types and Categories will not appear in the drop down lists until they have been removed from the Patient Record.
- Click on Save and then Back when finished, or use the Auto Save feature.
Patient Preferences
Optisoft.Net allows you to specify how each individual Patient would prefer to be contacted.
- From the available list simply select the necessary Method and use the Up & Down buttons to change its 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.
