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Patient Recall reports are typically run using the Demographic Analysis/Recall Reports, which identify groups of patients for recall purposes. However, Practices may also choose to run SQLs in Database Viewer to gather this data. Below is a list of commonly used SQL for recall purposes, along side how to gather the same information using the Demographic Analysis/Recall reports. To visit the entire list of SQLs, visit the Clip-and-Save SQL Library.
Common Recall SQLs
| Patients who... | Via SQL Report | Via Demographic Analysis/Recall Report |
| are overdue for a Well Visit | SQL: Bright Futures Past Due Recall | After creating a Patient Demographics List, run a Care Plan Recall and select Recall Plan: Bright Futures Preventive and Recall Item: Preventive Encounter to get your list of patients overdue for a Well Visit. Care Plan Recalls can also be used to recall patients who are enrolled in other practice Care Plans. |
| receive care for Asthma | SQL: Asthma Recall: This SQL lists all patients who have been prescribed Albuterol in the past year. | After creating a Patient Demographics List, run a Clinical Recall and use the Problem drop-down to select the appropriate problems to include in the report. If the recall should also include patients who were prescribed specific medications, select them using the Medication drop-down. |
| receive care for ADHD | SQL: ADHD Recall: This SQL lists all patients who have been prescribed an ADHD medication in the past year. | |
| receive care for Depression | SQL: Depression Recall: This SQL lists all patients who have been prescribed a Depression medication in the past year. | |
| receive care for Anxiety | SQL: Anxiety Recall: This SQL lists all patients who have been prescribed an anxiety medication in the past year. | |
| had a last previously documented BMI ≥ 95% | SQL: BMI Recall | After creating a Patient Demographics List, run a Clinical Recall and use the Problem drop-down to select the appropriate BMI measurement to include in the report. |
After running your recalls, you'll want to reach out to the patients to get them scheduled for visits:
- Visit Clip-and-Save SQL: Quickstart! for information on how to save the SQL(s), export the information, and send messages using PMX.
- Visit Demographic Analysis and Recall Overview for information on how to print letters, send messages using PMX and export the information.
