Recall Appointment Lists

Introduction

All requests to schedule an appointment using the Follow Up command can be found in the Recall Appointments List. 

Objectives

• You will learn how to navigate the Recall Appointments List.

Video

 

Step by Step 

• Begin in the Schedule View
• Navigate to the filter panel in the top right
• Click on the triple dot menu 
• Select 
• Review the list of patients with pending appointment requests, columns include:
  • Patient: Patient First and Last name and phone number
  • Appointment: Appointment Type and Approximate Date for the requested appointment
  • Reason for Visit: 
  • Requested:  Requestor Name and Date Requested
  • Internal Comments: Comments for staff visibility entered in the Follow-Up Command 
• Select the desired patient name to navigate to the patient chart
• Locate the Schedule an Appointment note within the patient's chart 
• Schedule the appointment to remove it from the Recall Appointments list.

NOTE: You can also remove the patient from the appointment list by deleting the appointment note.

Role

• Provider
• Clinical staff
• Administrative staff
• Care Coordination