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8.2 Contacting a Patient in the Future; Creating a Recall Note for a Patient

  1. Click the Recall and Notes icon Recall Notes in the menu bar. See 8.1 Selecting a Patient inside Notes and Recall.
  2. In the Recall and Notes bar, under Patient Information, click Create Recall. The Patient Name and Code fields will be auto-populated.
  3. Recall Formats listIn the Create/Edit Recall and Notes dialog box, type or click a Recall Date.
  4. Click how the patient will be contacted from the Recall Format list.
  5. Click the Status and Provider from their respective lists.
  6. In the Recall Notes box, type the note or click a template from the Apply a Recall Template list.
  7. View the recall by clicking View Results below Patient Information in the Notes and Recall bar.

Create/ Edit Recall and Notes dialog box