Recall messages
Recall Messages serve as useful internal reminders to help healthcare professionals stay informed about clinical or administrative tasks, as well as patient needs that might need follow-up or additional care. In this article, learn how to create custom recall messages tailored to your practice’s specific needs.
Once set up, these messages can be linked directly to a patient and added to the day's recall list as well as that patient’s appointment. The recall list for each clinic day is conveniently located on the appointment calendar for staff to reference whenever needed.
Examples
- Insurance Update Reminder – Alerts the staff that a patient’s new insurance information or card needs to be collected and updated in the system.
- Post-Procedure Follow-Up – Indicates that a patient needs a follow-up visit after surgery or a procedure.
- Payment Follow-Up – Alerts staff to follow up on outstanding balances or billing issues.
- Care Reminder – Alerts providers that a patient is due for a flu shot, mammogram, or colonoscopy.
- Contact Information Verification – Reminds staff to confirm or update a patient’s phone number, email, or mailing address.
- Waitlist - Alerts staff that a patient is waiting for an earlier appointment and should be contacted if a time slot becomes available.
Create recall message
Go to Utilities, then expand Company Master, and choose Recall Messages.
Click +New Recall Message.
Please enter a name in the Recall Message field, and if needed, add a Description. When you're done, click Save to add the recall message.
Link a recall message to a patient
You can add a recall message to:
- The recall list for a certain day, or
- A specific patient's appointment
Use the tabs below to find step-by-step instructions for each option.
Add a recall message to the recall list for a certain day and link it to a specific patient and person resource.
From the Appointment Calendar, click Recall List.
Click the Chevron icon in the top left corner, then use the patient search to find the patient you want to link a recall message to.
Once the patient is selected, their name and Chart # will display.
Choose the Recall Message, Person Resource, Location, and Date (Memo is optional), then click Add Recall.
If you do not see the intended recall message, it may not have been created in Utilities.
The recall information will appear below. If needed, you can Edit or Delete using the corresponding icons. Also, users can Convert to Appointment (check mark icon) to create an appointment for this patient that the recall message will also be linked to.
Link a recall message to a specific patient's appointment. This will also add the recall message to the recall list automatically.
Click on patient's appointment you want to add a recall message to.
Click the three dot menu, then Appointment Recall.
From the dropdown menus, please select the Recall Message, assign a Person Resource, then enter a Date and click Add Recall.
The Recall Message is now added to the patient’s appointment and can be reviewed on the specific date indicated on the Recall List.
Use the day's recall list
To make the most of the recall list, staff can view all recall messages (reminders) for the day or a specific date range. For example, they can print it out to have on hand as patients visit the clinic throughout the day.
From the appointment calendar tools, choose Recall List.
The recall messages for today and the upcoming days are listed below.
Use the Date fields to show recall messages for a certain date range. To see only today's recall messages, please enter the current date in both the Date From and Date To fields.
Export the recall list as a PDF or a CSV file (Excel spreadsheet).
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