Creating patient recalls

The recall feature in Blueprint OMS is a tool to prompt clinic staff to contact patients to follow up about any recommended procedures, treatments, or tests discussed during their last appointment. 

Here are some examples of times you would want to use a recall:

• You have not seen a patient in the past year
• To follow up with a patient
• A patient's loaned hearing aid is due
• A patient's hearing aid is now 4 years old
• A patient's hearing aid warranty is about to expire
• You simply want to remember to call a specific patient

Adding recalls

1. To add a recall, do one of the following:

   • Click the Recalls button on the main toolbar. On the Recalls screen, click the ADD RECALL button. Within the Select patients dialog box, select the desired patient, and click Ok. 

     To quickly locate the patient, type the first few letters of the patient's last name.
   • On the Patient browser tab, click on the desired patient, click the Patient drop-down menu, and select Add recall.

1. In the Add recall dialog box, click in the Recall date field to select a date, select the Recall Type from the drop down menu, choose an Assignee for the recall and add any notes to the recall.

   Recall Types can be added/edit under the setup menu.

2. Optionally check the 'Required' box to flag a recall as Action Required. 

3. Click Ok.

Changing recall statuses

1. Click on the Recalls button on the main toolbar.
2. On the Recalls screen, click on the desired recall line item.
3. Right-click the recall line item, and select Edit.
4. In the Edit recall dialog box, change the recall status in the Recall status drop-down menu.
5. Click UPDATE.

Completing/cancelling recalls

1. Click the Recalls button on the main toolbar.
2. On the Recalls screen, click on the desired recall line item.
3. Right-click the recall line item, and select Complete/Cancel.

4. Within the Edit recall dialog box, select an Outcome for the completion/cancellation. Select Appointment Booked/Completed or Client Cancelled and click Ok. The recall will be removed from the screen.

   To complete several recalls at once, press and hold the Control key (Ctrl) on the keyboard while clicking the desired recalls. Right-click an Outcome for the completion/cancellation, and click Ok.

Postponing recalls 

1. Click the Recalls button on the main toolbar.
2. On the Recalls screen, click on a desired recall line item.
3. Right-click the recall line item, click Edit, click the icon select a new recall date, and click Ok.

Booking an appointment or viewing the details of an existing appointment

1. Click the Recalls button on the main toolbar. 
2. On the Recalls screen, click on a desired recall line item.
3. Right-click the recall line item, and do one of the following:
   • Click Book appointment. For more information, see: Creating appointments.
   • Click Appointment details. For more information, see: Searching for appointments.