Recall Board

The Recall Board is an openEMR feature to store lists of patients who need to schedule a follow-up appointment.

Adding a New Recall

A real world example: a patient who has just completed their annual physical is at the check-out area to schedule next year's annual physical. They cannot commit to a time and want to call back later to schedule it. The secretary adds a new Recall for this patient into the Recall Board, noting the target date and the reason for the appointment.

Clicking on the Name field will open the "Find Patient" dialog window. If the secretary is already working in this patient's chart (eg. take a co-pay etc), this New Recall form will be pre-populated. To add a 1 year Recall, the secretary simply clicks "plus 1 year" and the Recall Date field is populated (Last Visit + 1 year). If their are any changes to the patient's contact information or preferences, the secretary should update that now. Updates in this form are system-wide: any changes here will appear in the demographics area also. Press "Add Recall" to complete the process.

The Recall Board

The Recall board lists all pending Recalls added for a practice. The display can be adjusted by Recall date, provider, facility, patient name or patient ID. The default display parameters are dates (-6 months to +1 month). A Recall can be deleted manually or automatically. Once an appointment is made in the Calendar, if there is a pending Recall Board, it is deleted.

More to come...