User guide

Blue Chip Training Guide Page 167 of 193
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Blue Chip Training Guide
Recalls
Patients can be assigned to a recall program in 2 ways, either from within the Patient’s file
via the Patient Details screen or through Practice Explorer.
Practices must however first create different types of Recalls and associated templates to help
identify whether the patients will be contacted via phone or via Mail.
Creating Recall Templates:
Select Setup from the Tool Bar  Select Templates  Select Recalls
To create a new Recall template, Click on New and give your template a name (i.e. Pap
Smear 24 months). Click OK
Add your letterhead, content of document and required Patient Fields that you would like
automatically brought into the document (for more information on how to create a template
see creating WP templates)