What are recall messages?

Recall Messages are intended to help patients receive additional advice and reminders about important clinical matters. They act as internal prompts for both patient and healthcare providers.

Navigate to Utilities, then Company Master, and select Recall Messages.

Click +New Recall Message.

Enter a message name in the Recall Message field.

If necessary, provide a Description.

Click Save.

There are two different ways to add a recall message:

1.) On the Appointment Calendar screen, click the Recall List button and then select the Chevron in the top left corner. Enter the patient details and click Add Recall. The recall information will appear below, where you can Edit or Delete it as needed. On the Appointment Calendar screen, click the Recall List button then click the chevron in the top left corner. After entering the patient details and selecting " Add Recall" the recall information will be displayed below. From there, you can edit or delete the recall as needed.

2.) On the appointment screen, click the Three Dots and choose Appointment Recall. From the dropdown menus, select the Recall Message and Person Resource, then enter a Date and click Add Recall. The recall details will appear below and can be deleted if necessary.
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The Recall Message is set within the patient’s appointment card and then can be reviewed on the specific date indicated by selecting the Recall List. Once the patient is contacted the appointment recall can be deleted or converted into an appointment. The recall list can also be searched for by date range.

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Recall Messages

What are recall messages?

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