Printing Recalls

On a weekly or monthly basis, open the Patients List, via Open > Patients and select Patients > Recalls Due, or select the Recall icon from the Appointments page.

This will display all recalls which are either overdue or are due within the next 30 days.

Overdue recalls display in red, while recalls due in the next 30 days display in green.

The list of recalls can be sorted by clicking on any of the column headers.

Right-clicking on a particular entry will allow you to SMS a patient directly from this window.

To print a recall letter, highlight the required patients, and click on the Merged Letter Template button to select the template you wish to use from the Templates window.

This will  open the selected template.  Use the Printer icon at the top right of the window to print a letter for all the patients who were previously selected.

Once printing has been completed, you will be asked if you want to re-assign the recalls to their next due date. If you click OK, then the non-recurring recalls will be marked as Completed. They are not actually deleted. Recurring recalls will be set to the next due date.

You can view all Completed recalls i.e. printed, non-recurring recalls, at any time by selecting Completed Recalls from the popup menu as shown.

Completed recalls display in blue.

The Last and Action Details fields will be marked with today's date and the name of the letter template used.

Note: The Recalls Due section in Genie is used to print reminder letters to the patient only. It does check if the patient has presented for an appointment. A recall is considered to be completed in Genie when a Recall Letter is printed, NOT when the patient comes in for their appointment. This is monitored through Flagging. See Flagging of Patient Record for more information.

If you don't automatically update the printed records when asked, you can do this by clicking on the Reassign Selected  button.