What does each Result status mean?

All 'To Action' Results will need to have some form of action taken before they can progress and start/ continue sending to the patient.

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To action - Patient invalid age: This patient is outside of your chosen age range for Recalls. You will need to either 'Remind by post' or 'Mark as done' and contact the patient directly by phone. Alternatively, to change these settings please go to Recalls > Settings in your dashboard.

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To action - Invalid phone number: The phone number on the patient's file is either incomplete or may not be a mobile number. You will either need to update the mobile number on the patient's file or choose to 'Remind by post'.

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To action - Patient opted out:  This patient has chosen to opt out of SMS communication. This may be selected in your Practice Management System or the patient may have manually opted out via HotDoc. You will need to either 'Remind by post' or 'Mark as done' and contact the patient directly by phone. Alternatively you can edit their opt out status by clicking on the patient's name.


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In progress: This will show all Results currently in progress (do not require any action).


Done: This refers to all Results that are 'Done' (no further action will be taken by HotDoc)

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Done - Patient Read Reminder: The patient has received their SMS, opened the link and verified their details (entered their DOB and last name). This patient has seen their reminder message.

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Done - Marked as done:  The Recall has either been manually marked as done in the Dashboard by a member of staff, or the Result is assigned to a sequence that has automatically marked it as 'Done'.

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Done - Letter Downloaded and sent:  The Result letter has been generated and printed to be sent to the patient. (Please note, you will need to ensure the letter has been printed, once generated.)

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Done - Resolved in clinical software: The Result has been removed/completed/had the due date changed within your Clinical Software.

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