Overview

This session is aimed at providing staff with an understanding of managing Recalls within SystmOne. Staff will still require specific role-based training and this is highly recommended.

Agenda 

• Managing Recall Types
• The Recall Types screen
• Creating a new Recall Type
• Amending a Recall Type
• Deleting a Recall Type
• Creating a new Recall Letter Template using Integrated Word
• New Recall Letter Template – Blank Mail Merge document
• New Recall Letter Template -  Import an existing Word document
• Managing Patient Recalls
• Adding a recall to an individual patient record
• Synchronising Recall Dates
• Adding Recalls to Multiple Patient Records (From a Clinical Report)
• Monitoring patients who have an active recall
• Reporting on Recalls – Recall Letter Generation
• Generating a Recall Letter for an individual patient
• Generating Recall Letters for multiple patients
• Managing Patients who have been seen