Print Recall List Instructions

Use the Print Recall List to list the patients with upcoming recall dates.  A patient may be on a recall if they need to schedule an appointment for some time in the future for visits such as a yearly physical or periodic cholesterol screening.  The Recall List uses information from the Patient Recall Logging Window where patients who need a recall appointment are maintained.  Print the Recall List to contact by mail or by phone the patients who are due to schedule an appointment.  This list displays the patients and their associated recall dates with room to write notes about contacting the patient.  Generally, you should run the Recall List on a regular basis (monthly or whenever you want to contact patients).  

Recall List Options:

• Print a detailed or simple recall list

• Print a recall list for prior months to get a list of patients who were recalled but failed to come in for an appointment

• Print patient recall letters or postcards rather than the recall list

Note:  For more information about running reports, see Print View.

Directions:

To see directions for ...

• Opening the Print Recall List, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Print Recall List.

   

  Print Recall List Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Print Recall List Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Providers	Entry Options: To limit the recall list to a list of providers, enter the first provider code followed by a comma (,) and then enter the next code. Continue in this fashion until all providers are entered. (up to 4 characters) To limit the list to a range of providers enter the beginning provider code, followed by a dash (-) and the ending provider code. To list all providers, please leave blank.
  Action	To select a list action, click a choice in the drop-down list. Action Choices: A - Recall List B - Build Letter File C - Both
  Recall Dates
  From	To limit the report to a range of recall dates, enter the beginning patient recall date. (mmddccyy) Tip:  To include all recall dates, please leave blank.
  Through	To limit the list to a range of recall dates, enter the ending recall date. (mmddccyy) Tip:  To include all recall dates, please leave blank.
  Recall Types
  From	To limit the report to range of recall types, enter the beginning recall type. (up to 6 characters) Tip:  To include all recall types, please leave blank.
  Through	To limit the report to a range of recall types, enter the ending recall type. (up to 6 characters) Tip:  To include all recall types, please leave blank.
  Comments
  From	To limit the report to a range of patient recall notes, enter the beginning recall note. (up to 16 characters) Tip:  To include all recall notes, please leave blank.
  Through	To limit the report to a range of patient recall notes, enter the ending recall note. (up to 16 characters) Tip:  To include all recall notes, please leave blank.
  Include	To determine what to include on the report, click a choice in the drop-down list. Include Choices: 1 - All Recalls 2 - Only Unscheduled Recalls 3 - Only Scheduled Recalls
  Print Simple List	To print a simple list of patients and their recall dates, click to select this box. To print a more detailed recall list with additional information, de-select this box.
  Sort By Last Name	To sort the recall list by patient last name, click to select this box. To omit sorting the recall list by patient last name, de-select this box.
  Sort By Provider	To sort the recall list by provider code, click to select this box. To omit sorting the recall list by provider code, de-select this box.
  	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Print Recall List Sample.