Assigning a Recall

Assigning a Patient Recall

In order to add a Recall to a Record, follow the below instruction.

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.

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 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.