Users can access the Recalls List right from the dashboard to see a quick list of patients who are overdue for their recall appointments. You can also view other statuses such as 'Unscheduled' or 'Broken'. Perform the steps below to get started.
Watch this video for a quick overview.
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Note: Broken Appointments refer to appointments that were:
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Topics Covered
Access and View Recalls
- Hover over Lists > select Recalls.
- Select the filters at the top to view Active Patients and Inactive Patients.
- Click All Patients to view recalls of all patients in the system.
- You can narrow down the recalls by their statuses; Unscheduled, Overdue, or Broken.
- Click Apply after making the selection.
- The filtered result can be printed by clicking the Print icon.
- Click Download to download the filtered recalls list in PDF or CSV format as needed.
- If the patient recall has a linked Memo, it will be displayed on the left.
- To update the patient memo, click View Pat. Memo (View Patient Memo).
Manage Recalls (Send Message/Email)
To communicate with the patient regarding a recall:
Note: To send a text or email, the correspondence feature must be enabled for the patient. Users can email support.aus@carestack.com to have it enabled. |
- Select the required patient from the Recalls grid.
- Click Send Message.
- Select the communication medium - Text or Email.
- You can manually write a new text message or email, Or,
- Select a suitable Text or Email Template.
- Click Send Message / Send Email.
Practices can use this simple guide to learn how to access, view, and manage the Recalls List in CareStack.