--- title: Example Recall Suggestions description: Please see some example automated recall configurations below, to help create your own personalised set up. By clicking the links, you will pull the relevant pre set filtering automatically into the p --- [Skip to content](https://help.abtrace.co/example-recall-suggestions#main-content) [![abtrace-logo-colour@2x-3.png\]](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-3.png?width=124&height=60&name=abtrace-logo-colour@2x-3.png)](https://help.abtrace.co/?hsLang=en) Open main navigation Close main navigation - [Go to abtrace.com](https://www.abtrace.com/) [Go to abtrace.com](https://www.abtrace.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Abtrace Support Portal](https://help.abtrace.co/?hsLang=en) 2. [Automated Recalls](https://help.abtrace.co/automated-recalls?hsLang=en) 3. [Recall Guides](https://help.abtrace.co/automated-recalls?hsLang=en#recall-guides) # Example Recall Suggestions ## Where do I start when setting up Automated Recalls? Jump to: [Quick-start links](https://help.abtrace.co/example-recall-suggestions#quickstart) [Featured example](https://help.abtrace.co/example-recall-suggestions#feautured-example) [Further reading](https://help.abtrace.co/example-recall-suggestions#other)  We've put together a list of common recalls used by practices, along with quick-start links to get you set up faster. Ready to build your own? See our [step-by-step setup guide](https://help.abtrace.co/automated-recall?hsLang=en). Before diving in, review [Rules Management](https://help.abtrace.co/clinical-rules-management?hsLang=en) to make sure the tool is configured for the monitoring your practice needs. For example, if you'd like to recall patients with CKD for annual bloods, the associated rules will need to be enabled first. 💡**Get ahead with Days Overdue.** In Population View, select **Groups** (bottom-left) and toggle on **Days Overdue** to start picking up patients before they become due e.g. - 60 days picks them up 2 months in advance and -14 days gives you a 2-week lead. #### **Beyond reminders: what you can send** Recalls don't have to be a simple "please book in" message. Depending on what the cohort needs, you can: - **Attach a [questionnaire](https://help.abtrace.co/questionnaires?hsLang=en)** - e.g. blood pressure, an asthma control test or a body mass index (BMI) questionnaire, so patients can self-report without needing an appointment - **Include an appointment link** - e.g. a blood test or flu vaccine appointment, so patients can book directly rather than phoning in - **Send information** - e.g. smoking cessation advice, where the goal is patient education rather than booking a review     #### **Quick-start links** These links open a pre-filtered population directly in the Abtrace tool. Because they use the Abtrace app protocol, they can't be clicked - you'll need to copy and paste each one into your browser address bar. **How to use:** 1. **Copy** the entire link for the recall you want to build 2. **Paste** it into your browser address bar and press **Enter** 3. The tool will open with filters pre-applied - amend as needed 4. Click **+ Add Recall** to begin setup 💡Before activating, **always review your filters**. If relevant to your practice, consider excluding patients such as those who are housebound, in a care home, or receiving palliative care.  | Recall Example | Copy the link and paste to browser | | --- | --- | | Blood Test Due | `abtrace://population?version=2&search=b80562c2154f4d09939e4fbd58d5acc6` | | LTC Review - AF, CHD, HTN, HF, CKD, Secondary Prevention (Core Bloods Complete, Review Due) | `abtrace://population/?version=2&search=9f065ddfd84f4e73b0363ea58ddc6d67` Requires Chronic Disease Monitoring Annual Review enabled in Rules Management❗ | | Diabetes Review (Bloods Complete, Review Due) | `abtrace://population?version=2&search=ee9cb7439530463f9bb8328aff306ad5` | | ACT Questionnaire (Adult) | `abtrace://population?version=2&search=e9619e9388c44628a6034423e5c8098f` | | Asthma Review (ACT \<20) | `abtrace://population?version=2&search=30351657a4c247ff85956fb800585481` | | Childhood and Infant Immunisations | `abtrace://population?version=2&search=6d811f33f6884adcafd634b36c014a65` | | Blood Pressure Questionnaire | `abtrace://population?version=2&search=fc5780c2a66f46` | | Smoking Status Questionnaire | `abtrace://population?version=2&search=6b1df15940e344e3abd0894105ba871b` | | Cervical Screening | `abtrace://population?version=2&search=c8904db310b643efb08c0a4bce0a04af` | | Medication/Prescribing Review | `abtrace://population?version=2&search=acbe9dbdf86b4594b47681a4188aa4ac` | | SGLT2 Education | `abtrace://population?version=2&search=846f1be1cadb436f8a4f3a6c3e6d302c` | | Urine ACR | `abtrace://population?version=2&search=e18d794599e94706934e839aa481acf1` |   **⭐ Featured example - SGLT2 Drug Safety Advice** A good first recall is one that doesn't require appointments. SGLT2 Drug Safety Advice is a popular choice. CQC advises that patients on SGLT2 inhibitors should receive advice on the risk of Fournier's Gangrene and Diabetic Ketoacidosis. - Once set up, the recall runs weekly and automatically excludes patients who have already received the advice and had it coded. To set up the recall: 1. In the **Indications** tab, search for **SGLT2 inhibitors**. 2. In the **Tasks** tab, search for **Education about Fournier's Gangrene** and **Education about ketoacidosis**. 3. Set the status to **Overdue**. 4. Create the recall, adding the SNOMED codes during **Step 7** of the recall setup e.g. **Education about Fournier's Gangrene** and **Education about diabetic ketoacidosis** ![](https://help.abtrace.co/hs-fs/hubfs/image-png-Jul-24-2026-11-29-28-2455-AM.png?width=670&height=184&name=image-png-Jul-24-2026-11-29-28-2455-AM.png) **Example patient message** *(check with your clinical team before using):* *Our records show you are taking Empagliflozin/Canagliflozin/Dapagliflozin. Patients on these medications must receive drug safety advice. Seek urgent medical help if you experience pain, tenderness, redness, or swelling in the genital or perineal area, especially with fever or malaise. Watch for signs of diabetic ketoacidosis (DKA): nausea, vomiting, fast breathing, abdominal pain, unusual drowsiness, or fruity-smelling breath. If you develop any of these symptoms, please contact the surgery.*  💡 **Top tip:** Patients who have been recently prescribed this medication will appear as **Opportunistic** 🟡 for 60 days, after which they will turn **Overdue** 🔴.  ---   **📋 Other recalls to consider** The quick-start links above cover the most common recall types, but you can set up recalls for many other areas - including vaccines, NHS Health Checks and mental health.  See also: [Questionnaires](https://help.abtrace.co/how-do-patient-questionnaires-work?hsLang=en) [Advanced Searches](https://help.abtrace.co/filters-available-in-the-population-view#advanced) [Target Indicators](https://help.abtrace.co/introduction-to-the-patient-view#target) [Statin & Lipid Lowering Therapy](https://help.abtrace.co/raised-cholesterol-levels-and-offer-statin-and-lipid-lowering-therapy?hsLang=en) [Childhood Immunisations](https://help.abtrace.co/routine-childhood-immunisations?hsLang=en)  - [Getting started](https://help.abtrace.co/getting-started?hsLang=en#main-content) - [Account & Installation](https://help.abtrace.co/getting-started?hsLang=en#account-installation) - [EMIS Setup](https://help.abtrace.co/getting-started?hsLang=en#emis-setup) - [SystmOne Setup](https://help.abtrace.co/getting-started?hsLang=en#systmone-setup) - [Compliance](https://help.abtrace.co/getting-started?hsLang=en#compliance) - [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en#main-content) - [Users & Practice Configuration](https://help.abtrace.co/user-management-portal?hsLang=en#users-practice-configuration) - [Practice-level emails & reports](https://help.abtrace.co/user-management-portal?hsLang=en#practice-level-emails-reports) - [Rules Management](https://help.abtrace.co/user-management-portal?hsLang=en#rules-management) - [Analytics](https://help.abtrace.co/user-management-portal?hsLang=en#analytics) - [Proactive Monitoring Tool](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#main-content) - [Patient View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#patient-view) - [Population View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#population-view) - [Optimisation View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#optimisation-view) - [Analytics View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#analytics-view) - [FAQs](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#faqs) - [Automated Recalls](https://help.abtrace.co/automated-recalls?hsLang=en#main-content) - [Recall Guides](https://help.abtrace.co/automated-recalls?hsLang=en#recall-guides) - [Clinical Programmes](https://help.abtrace.co/automated-recalls?hsLang=en#clinical-programmes) - [FAQs](https://help.abtrace.co/automated-recalls?hsLang=en#faqs) - [Patient Engagement](https://help.abtrace.co/patient-engagement?hsLang=en#main-content) - [Patient Portal](https://help.abtrace.co/patient-engagement?hsLang=en#patient-portal) - [Messaging](https://help.abtrace.co/patient-engagement?hsLang=en#messaging) - [Questionnaires](https://help.abtrace.co/patient-engagement?hsLang=en#questionnaires) - [Troubleshooting](https://help.abtrace.co/troubleshooting?hsLang=en#main-content) - [Account & log in](https://help.abtrace.co/troubleshooting?hsLang=en#account-log-in) - [Common Errors](https://help.abtrace.co/troubleshooting?hsLang=en#common-errors) - [SystmOne](https://help.abtrace.co/troubleshooting?hsLang=en#systmone) - [EMIS](https://help.abtrace.co/troubleshooting?hsLang=en#emis) - [Network & connectivity](https://help.abtrace.co/troubleshooting?hsLang=en#network-connectivity) - [Contact us](https://help.abtrace.co/contact-us?hsLang=en) [![abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png?width=130&height=63&name=abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png "abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM")](http://abtrace.co)