Assigning a Recall

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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 move the contact method.
• 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.

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