Difference between revisions of "Assigning a Recall"
From Optisoft
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==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. | ||
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==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.
- 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.
- 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.
