Difference between revisions of "Assigning a Recall"
From Optisoft
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*You will now be able to enter the Start Date and select the necessary Recall Categories from the Recall Types. | *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. | *Click on Save and then Back when finished. | ||
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==Patient Preferences== | ==Patient Preferences== | ||
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*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. | ||
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[[Patients|Back]] | [[Patients|Back]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Revision as of 11:43, 20 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.
