Recall reminders are very useful for Annual Wellness Visits that patients may not want to schedule a year in advance, or Med Refill visits or any appointment type that will need to be scheduled in the future.  I have included some examples below that may help as well as how these Recalls appointments are made in the system.

 

The recall process is to help encourage a patient to make a follow up appointment or to reschedule a missed appointment and get them back in the office for their visit. If there is a practice that you have that issues a lot of labs, that would likely be a good candidate for recalls so that after the first visit where the labs are ordered, when the labs come back in, the patient can receive a recall that says something like: 

 

"Hello! your lab results are waiting for you at our office, please call <phone> to schedule an appointment with us for your review. Our hours of operation are between 8am and 4pm. We look forward to hearing you soon"

 

Other Sample Messages:

 

Sample Recalls

 

Dear <Patient_First_Name>

This is a reminder letter that it is time to schedule your <Recall_Reason>.  Please call our office to schedule your appointment at (423) 624-9550.  If you reach the recall voice mail system, please leave your name and phone number and someone will return your call in 2 - 4 business days. Please do not leave multiple messages as this will only slow down the response time. Your health and continuation of care is important to us.  We look forward to hearing from you soon.

 <Provider>

 

Or a simple text message:

 

Great News!

Your optical order is ready to be picked up! 

 

Recall

Recalls can be set on the Patient Dashboard in the 'Patient Appointment' Section or on the Appointment

1. Click [Add]
2. Add Recall Date
3. [Save]

How do I indicate an appointment satisfies a Recall List appointment?  

When creating a new appointment, the user is presented with a popup as seen below.  If this appointment the fulfillment of the Recall, check the box.   

 

Recall Query Report 

Is found on the Scheduling Dashboard

 

If the user resolves the recall while scheduling the appointment, the recall is removed and is no longer on the report.  So this can be used as a 'Delinquent' report -ie the patient has not made an appointment for their recall.