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  4. Using Recalls (Clinical Reminders) & Results

  1. HotDoc Support
  2. Browse By Feature
  3. Recalls, Clinical Reminders & Results
  4. Using Recalls (Clinical Reminders) & Results
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How can I filter my Recalls Activity?

Last updated 05 April 2022 08:45   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate - Dental4Windows - HotDoc Calendar

Question

How can I filter my recall activity so I can easily manage my recalls? 

 

Solution

The filter option in HotDoc recalls allows you to easily access information about where different recalls are at. To use the filter options follow the steps below.

  1. Log in to your HotDoc Dashboard and navigate to Recalls > Results/Clinical Reminders/Activity and select the All tab:

    Screen_Shot_2021-06-22_at_3.06.41_pm.png
  2. For Clinical Reminders, you can then filter by either: the Doctor who entered the recall, the status, or the due date by using these filter options at the top of the recalls section:

    Screen_Shot_2021-06-22_at_3.07.23_pm.png
                                                                                                                                                               
  3. For Results, you can filter by either: the Doctor who entered the recall, the action type applied to the result, the status, or the performed date.

    Screen_Shot_2021-06-22_at_3.08.24_pm.png
         
  4. To clear the filter settings, select the blue Clear Filters button. 
  • Doctor filtering relies on whether the doctors have been linked correctly. Please see Linking your recalls to doctors in HotDoc
    Please also see further information on what each Recall status means here         
  •  
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  • How to search for a Recall
  • What does each Recall status mean?
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  • Results Training Video
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Related articles

  • How to search for a Recall
  • What does each Recall status mean?
  • How to link your recalls to Practitioners in HotDoc
  • Results Training Video
  • Results - FAQs
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