Recalls Overview
Recalls are created by using the Recall function located in the Appointment, Scheduler, EMR, Patient File, Invoicing and other various screens in Filopto. Filopto permits the system administrator to create a business rule in System Settings (Staff Recall Reminder) forcing a recall record to be created if none exist at a specified stage of a Patient's visit. This can ensure that each Patient will be recalled at the appropriate time.
On recall record is created it can be viewed in each patient file. Different reports provide users with various methods to view potential recalls. To send a recall notice to a patient the user will typically use the Recall Manager which is designed to show and administer Patient recalls.
Recalls Manager
The Recall Manager is designed to query the database for a specified time period and display all scheduled recall notices entered. The recall notices can be either manually entered via the client file or automatically created at appointment time.
A user can easily query the database to get a listing of all recall notices entered for a given period or meeting specific criteria. The user may then generate recall letters, cards or labels. send the list via the Form Manager to a pre-formatted recall form in Filopto. Users can also create their own recall forms to be used by this module.
The screen is divided into two main sections. The right grid shows a list of all patients having a recall notice meeting the selection criteria specified in the left section of the form.
You can View the recall by selecting the View button in the grid.
The Recall Note Calendar button inserts the date, time and user that enter the note. Best Practice is for the user to select the button and then enter the note below the entry.
