Difference between revisions of "Assigning a Recall"

From Optisoft
Jump to: navigation, search
(Attaching a Recall Category)
Line 6: Line 6:
 
*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 Types and Categories. 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.
+
*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.
  
Line 12: Line 12:
 
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 it position.
+
*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.  

Revision as of 15:31, 12 June 2017

Assigning a Patient Recall

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 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.

Patients Preferences
  • 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.


Back

Home