How to filter your Recall Patient Management Lists

 

Learn how to easily use our Filter settings for Recall Lists in Patient Management to help you find patients who have not been recently contacted for a Recall, either by Donna or by staff members.

 

Using the Filters

1. Go to Patient Management
2. Select the appropriate Recall list from the dropdown that you want to work on
   
   
   
3. Go to the Filter area and under Recall , set the following inputs:

• Status: Not Received
• Sender: Any  (if you want to filter out both Donna and Staff sent recalls) or;
                Donna  (if you want to filter out only Donna sent recalls) or;
                Personal  (if you want to filter out only Staff sent recalls)
• Date Sent: For Start Date, click the date you want the filter to start looking for results from.
                     For End Date click "today's" date.
  Example: to filter out anyone sent a recall in the last two weeks, select the start date from 2 weeks ago + the end date of today.

Example: Let's say you would like to find the patients that have not been contacted by staff or Donna