Processing Patient Recalls

In order to process Patient Recalls, follow the below instruction.

<<populated Recall graph image>>

First click on the Recall module
You will be presented with the Graph tab which will display the next 12 time periods, starting from the first outstanding Patient Recall onward.
By default the Recall module will try and process all outstanding recalls up to the present date, unless the present date is not displayed in the graph. In this case the Recall Module will try and process the first 12 periods shown
You can change what periods are shown by selecting the desired option (Daily, Weekly or Monthly) in the Date section of the toolbar
You can also filter by Method, Branch, Recall Type, Recall Category, Recall Band and Staff Member as necessary
When ready click on the Run tab

<<Run tab image>>

On the Run tab you will notice that the Totals column will be populated with the values that you had from the Graph tab
Per Method you can now decide how many of each you wish to process, by typing the desired number into the Run column
As you type, you will notice the data grid will start to display the patient records that are relevant to the recalls that you are about to process
Highlighting one of these records will display useful information about that patient, such as address, contact details and recall dates
If required you can remove a patient from this recall run by taking the tick out of the tick box in the process column
When ready click on the Process button in the toolbar, and your recall run will commence
When your recalls have finished processing, you will be returned to the Graph tab. You will notice that the graph will have updated values, ready for your next recall run

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