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 population view of the tool. You can then make any amendments to suit your practice, then select 'Add Recall' to begin setting up the automation.
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Long Term Conditions Medications Monitoring |
Birth Month Recall: |
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Questionnaires |
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Additional Recalls |
NHS Health Checks |
Top tip - Use the 'days overdue' filter to decide how far in advance you'd like to start picking up patients as they become due for their monitoring.
You can add this by selecting 'groups' on the bottom left hand side and switching the toggle on.
Example: The below filtering will pick up patients that are -182 days from overdue (meaning they will become overdue in 182 days). This can be modified to suit your workflow - e.g -14 days minimum would begin picking up patients at 2 weeks from becoming due.
