Editing Automated Recall Filters

You can now edit filters on existing recalls directly within the User Management Portal. Whether you missed adding exclusions, need to include new clinical indications or tasks, or want to add or remove opportunistic patients, there is no longer any need to recreate recalls from scratch.

Simply update your recall filters, and the system will automatically recalculate the recall population for you.

Why This Matters

• ⌛Saves Time: Editing an existing recall takes just a few clicks

• 🧹Reduce Duplicates: Cleaner workflows with fewer unnecessary or overlapping recalls

• 🎯Improves Accuracy: Enhanced targeting of patients results in more precise recall lists

• 🧠Flexible and Intuitive: Adjust exclusions, indications, tasks and more - all from one place

💡Heads up! This feature is only available for Admin users.

How do I edit an existing recall?

Can't view the video? Follow the step-by-step guide below:

To edit an existing recall:

• Log in to the User Management Portal

• From the left-hand menu, select Automated Recalls

• Select the recall you would like to update

• In Overview Click Edit recall patient filters to access the filter editor

• Adjust filters as needed using the dropdown provided - simply search and use the tick box to make your selection

• You can add, remove and update all available filters, including exclusion criteria, tasks, monitoring status, a patient's birth month, days overdue, order of priority and registered GP

• Click Save and review the information in the confirmation message shown below, before selecting Update Filters to apply the changes:

• You're all set - your updated filters have been applied and your recall population will recalculate automatically.