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8.1 Selecting a Patient inside Recall and Notes

Recalls and Notes allow you to:

  • Send automated custom or template messages to your patients
  • Create recall, action items for yourself or for another provider
  • Create notes in a patient’s record
  • View or search for upcoming recall, action items
  • Write template recalls or notes
    Recall Notes Bar

  1. Click the Recall and Notes icon Recall Notes in the menu bar.
  2. In the Recall and Notes bar, under Other Settings, click Select a Patient.
  3. In the Search Patient dialog box, type information into any field and click Search.
  4. Highlight the patient’s name and click Select.

Search Patient Dialog Box