Question

How do I action a Recall/Result with the status To action: Patient has appointment?

Solution

When a Recall/Result is in the status To action: Patient has appointment, you will need to either link a patient's upcoming appointment to the recall or resume recalling the patient. A Recall/Result will end up in this status when:

• The recall template is set to stop when the patient has an upcoming appointment and;
• The patient has an upcoming appointment which does not match the linked appointment type in the template:
  
  

For more information about Recall/Result template settings, please see: How to add, edit and remove Recall Templates

Patient has 1 upcoming appointment

1. Click on the recall to open the Recall/Result Details page.
   
   
2. Review the details of the upcoming appointment in the the blue information box:
   
   
   • If the booked appointment type is relevant to the recall reason, click Link Appointment.
     
     
   • If you would like to dismiss the upcoming appointment and continue recalling the patient until they book a more appropriate appointment type, click Resume Recall.
     
     
3. The recall will update to the status In progress.

Patient has multiple upcoming appointments

1. Click on the recall to open the Recall/Result Details page.
   
   
2. The blue information box will indicate that the patient has multiple upcoming appointment so click Choose Appointment To Link.
   
   
   
3. Review the patients upcoming appointments:
   
   
   • If one of the booked appointment types is relevant to the recall reason, click Link next to the relevant appointment.
     
     
   • If you would like to dismiss all upcoming appointments and continue recalling the patient until they book a more appropriate appointment type, click Resume Recall.
     
     
     
4. The recall will update to the status In progress.