A recall is a date a patient should be back by: the six-month check, the annual review. Set it at the end of a visit and ClinyPal reminds the patient, and you, when it's due.
Add a recall
Open the patient's record and go to Recalls. The list shows each recall with its type and due date; a due date that's passed is marked in red and one within 30 days in amber.
Select the new recall button and choose a recall type
Each type shows its interval, such as Every 6 Months. If the list is empty, the types haven't been set up yet; see Set up recall types.
Confirm the Due date
ClinyPal suggests a date from the type's interval; select the suggestion to use it, or set a different date for this patient.
Add a Note if there's context, and save
Recall created confirms it. The note is for staff; the patient's reminder uses fixed wording.
Recalls that are created for you
If an appointment type has a Default recall, completing an appointment of that type adds the recall to the patient automatically, due the type's interval after the visit. These look like any other recall and can be edited, marked recalled or archived. If you find a patient has a recall you didn't add, that's where it came from.
Reminders
When the recall type has Remind patient automatically on, the patient is emailed or texted on the due date, by whichever channels their automatic messages allow, and the recall shows Reminder sent with the time. When it's off, nothing is sent; the Recalls due report lists who's due so staff can contact them.
When the patient comes back
Open the recall and mark it recalled. It records the date, and Next recall suggested shows the following due date worked out from the same type; Schedule creates it in one step. Marking it recalled can be undone the same way if it was a slip. Edit changes the due date or note, and archiving a recall removes it from the active list while keeping it in the archived list below; Show archived brings those back into view.