Assign a recall type to a patient

Assign recall types to your patients so that you can track when they need to be followed up with.

Emily avatar
Written by Emily
Updated over a week ago

Let's say you need to follow up with one (or several) of your patients for an additional appointment that might be happening three months down the road. When they come in for their initial appointment, it could be a bit too early to schedule them at three months out! This is where recall types come in.

Cliniko will allow you to create your own recall types (as many as you need!) and assign them to any of your patients. This makes recalling people easy, as you'll simply need to run a recalls report in order to see who needs to be recalled—for what, and when!

This tutorial requires that you first set up recall types. Once you've done that, read on!

Assign a recall type to a patient

Select the patient you wish work with, and click on Recalls:

Click the Add recall button:

Select the recall type from the drop-down list, edit the date if need be, and write any notes:

The "recall at" field will automatically include the date based on the duration you specified when you set up your recall types. If you need to change this for this particular recall/patient, you can do so by clicking on the date in the "Recall at" field and selecting a new date, as in the example below.

Click the Create recall button, and you'll see the recall show up in the patient's list of recalls:

That's it, then—you've just assigned a recall type to a patient! 🎉 You can add as many recalls as you need for each patient. When it comes time to actually do the recalling, the next step will be to run a recall report. Learn how to run a recall report and monitor the status of your recalled patients!

Marking a patient as recalled

Finally, whenever you recall your patients, you can mark them as such. This can be done on the recalls report itself, or within the patient's details page (under recalls). Just tick the box next to the recall:

Once marked as recalled, the date and initial of the user who did the recall will appear.

After recalling a patient, you might need to book another appointment for them, or—if they're doing really well and don't need to come back for any treatments—you might consider archiving them!

Did this answer your question?