Recall Inquiry |
  
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The RECALL INQUIRY determines and displays which patient recalls are up-and-coming for a selected date range.
The screen prompts are:
LOCATION - Select to run the recall inquiry for a specific location, all locations or select locations.
TYPE - Select to run this recall inquiry for Leads, Patients or Both Leads and Patients.
ALL PATIENTS - When this box is checked, the description ALL PATIENTS will display. You will not be able to select an individual patient when this is checked.
PATIENT - To find all recalls for a specific patient, enter a patient number for the record selection. Click the 
button to search for a specific patient.
STARTING DATE - Enter a starting date for the record selection.
ENDING DATE - Enter an ending date for the record selection.
RECALL REASON - From the drop-down list, select the specific recall reason for the record selection. Leave this field blank to display all recalls for the specified date range.
Click SEARCH.
A window will display the records found with the selected search criteria, with the following prompts:
TYPE - This column will show if the recall is for a PATIENT or LEAD.
PATIENT - The patient number will display. You can access the patient file by clicking the 
symbol beside the patient number. When accessing the patient's file through this , you can also edit the patient's recall to "completed" either via the PATIENT INFORMATION > SUMMARY tab or via the DETAILS tab within the NEXT RECALL link. If the patient's recall is marked as "completed" on the patient file directly this way, and you have the parameter to complete recalls from the RECALL INQUIRY turned on, you will be presented with a message when choosing to mark recalls as "completed". This lets you know that not all the recalls could be marked as "completed" with the function. This is because the recall was completed via the patient screen, and the tool could not update it again.
NAME - The patient's full name will display.
DATE - The recall date will display.
TIME - The recall time will display.
REASON - The recall reason will display.
The top of the window has icons. The CRITERIA button allows users to review search selection criteria. Users can choose to PRINT LABELS, PRINT LETTERS, PRINT LIST, or export the records to EXCEL.
Click the CANCEL icon to start another search.
In the top menu bar displays the following:
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CRITERIA - Click this icon to see the criteria for this record selection.
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LABELS - Prints mailing labels for the selected recalls.
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LETTERS - Prints recall letters for the selected recalls.
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PRINT - Prints the results list as shown of the results window.
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EXCEL - Exports recall information to Microsoft Excel. Running this report to Excel allows for extra fields of information to appear.
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REFRESH - Uses the same search criteria and refreshes the data shown.
Click EXIT to close the window and not continue with any other actions.
If in Company Parameters the flag "PROMPT TO COMPLETE IN RECALL INQUIRY" has been set, then clicking CONTINUE will prompt the user with the PATIENT RECALLS option window. If this flag has not be set, then clicking CONTINUE will simply close the screen and return to the RECALL INQUIRY main selection screen.
The PATIENT RECALLS option window will offer the user to mark all the displayed recalls as "complete", and to create a new recall with a specified recall date/time/reason.
MARK RECALLS AS COMPLETED - Check this box to mark all the recalls in your previous inquiry results as "completed." This will mark these recalls as completed on the PATIENT INFORMATION screen under RECALLS.
CREATE NEW RECALL - If you have checked to mark previous recall inquiry as completed, check this box to create a new recall for all your previous inquiry results.
RECALL DATE/TIME - If creating a new recall for all the patients in your previous inquiry results, select the recall date and time.
RECALL REASON - If creating a new recall for all the patients in your previous inquiry results, select the recall reason. This will add one single recall for each patient in the inquiry results. Even if the patient has more then one recall in the previous inquiry results, only one recall will be created with this function. (Note that if another user tries to update a recall within PATIENT INFORMATION that is currently displayed in the recall inquiry results, the user will be warned and the recall will remain untouched and new recall here will not be created.)
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