The recall system within Genie allows you to keep track of those patients requiring further follow up in future. By ensuring your practice has implemented an effective and manageable recall and reminder system you'll be one step closer to streamlining your patient care and ensuring that none of your patients fall through the cracks of a busy practice!
Before you begin
Before you implement a recall system at your practice it's worthwhile to take the time and establish a clear and concise list of reasons for your recalls. This will ensure that staff are using consistent terminology but also means that when the time comes to remind your patients of their recall the SMS reminders or letters that you send will basically write themselves!
You can add a recall to a patient's record via four different methods:
- From within a Clinical record by clicking on the Recalls icon
- From the Patient List by selecting Patients > Add a Recall
- From the Appointment Book by selecting Appts > Add a Recall
- From the Pathology Action List window when linking pathology results
Within the New Recall window you will need to specify the reason the patient has been added to the recall list as well as when they should be contacted by. If you have already established your list of recall reasons you should select the appropriate option from the drop down list rather than typing into the box directly. This will ensure that all staff are using consistent recalls and avoids your list becoming unruly with multiple variations of the same reason.
From this window you can send out SMS reminders by right-clicking on a patient's recall and choosing SMS:
Once you have sent your reminder you'll see the 'Last' and 'Action Detail' update to reflect that you have performed the next step in actioning your recalls.
From the Recalls Due window you also have the option to utilise Genie's Merged Letter functionality which will produce a letter that can be posted or emailed to your patient to let them know they need to arrange a new appointment. This letter/email can be produced by highlighting the recall and selecting the Merged Letter icon then selecting your desired template. From within the letter you can select either the Print icon or the Email icon depending on your preferred method of communication:
For further information about creating and customising your letter templates refer to the Customising Letter Templates article. For further information about sending email correspondence refer to the Emailing Correspondence article.
Once you have sent an SMS or printed/emailed a reminder you will be prompted to either mark the recall as completed (in instances when it's not a reoccurring recall or to assign the next due date to the recall in instances where it's a repeating one (e.g. the recall is set to occur every 6 months). Selecting OK will allow Genie to automatically perform this task. Cancelling the prompt will leave the recall remaining as pending.
If you have accepted the prompt to reassign the recall then you will receive a further prompt asking if you wish to 'flag' the patient's record. By flagging a patient's record they will be added to a Flagged Patients list so you can ensure they have indeed booked their follow up appointment. It also means each time you open that patient's clinical record you will receive a prompt to let you know the patient has been recalled but is yet to be seen.
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