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8.3 Creating an Action, Recall Item for Yourself

  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 Provider Information, click Create Recall. The provider name will auto-populate in the Create/Edit Recall and Notes dialog box.
  3. In the Create/Edit Recall and Notes dialog box, type or click a Recall Date.
  4. Click the recall status from the Status list.
  5. In the Recall Notes box, type the note or click a template from the Apply a Recall Template list.
  6. View the Recall by clicking the View Results below Provider Information to the right of the window.

Provider Information in Recall and Notes bar