New to SMART Recalls - Batch Actions

 

HotDoc is excited to bring you our latest update to

SMART Recalls - Batch Actions.

 

This means you can select multiple patients in a fast and efficient way to make bulk changes.

Select as many patients as you like and choose to:

  • Mark as Done
  • Choose to Remind by Post
  • Download Letters
  • Add a comment

 

Here's a run through of what's changed.

 

1. You will now notice checkboxes on the left side next to each patient. You can either select a few patients or all, and you can select patients across more than one page.

Once you have clicked checkboxes for the patients that require action, click 'Edit selected'.

 

1._Select_patients_-_batch_actions.png

 

 

2. You can then decide what you'd like to do from the drop down:

2._What_should_we_do__Batch_actions.png

 

 

3. In this example, 'Mark as Done' is chosen.

Choose_from_the_drop_down_-_Batch_ACtions.png

 

 

4. After selecting the action, you can choose to add a comment to all patients in this selection, by clicking the 'Add a comment?' box, and typing a comment.

Click Save.

3._option_to_add_comment_to_patients_-_batch_actions.png

 

 

5. Some updates will take a little while particularly if you are moving a very large list of patients to a different state, however you can click 'Back' straight away to go back to the list.

4._updating_the_request_-_batch_actions.png

 

 

6. You will now see the 4 patients are still selected (identifiable in case you want to check them), and they are now all 'Marked as done' as chosen in step 3.

5._Going_back_-_patients_are_done__still_selected_so_you_know_which_ones_-_batch_actions.png

 

 

7. If you click on one of the individual patients, you can see the comment added in blue text.

6._One_of_the_selected_patients__marked_as_done_and_comment_-_batch_actions.png

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