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Demographic Analysis and Recall: Care Plan Recall

Version 14.19
Path: Clinical tab > Demographic Analysis/Recall

Prior to running the Care Plan Recall you will first create a patient list, click here for information on creating a patient list. Once you have the patient list the Care Plan Recall is run to display patients due for items associated with a Care Plan.

Care Plan Recall Criteria

  1. Enter the below criteria.
  • Recall plan(s): Click the drop-down and select a Care Plan from the list.
  • Recall item: Click the drop-down and select a recall item associated to the recall plan.
  • Co-morbid: Click the checkbox to include only patients who are enrolled in all selected Care Plans.

Note: The Co-morbid checkbox is used only when selecting multiple Recall plans to include patients enrolled in all selected plans.

  • Include if due for any item in plan: Click the checkbox if a Recall item was not selected. This selection allows you to view patients that are due for all items associated to a Care Plan.
  • Include all qualified: Click the checkbox to include patients who qualify for the specified Care Plan that have not yet been enrolled.
  • Recall Date: The date defaults to the current date but can be set to a future date, by clicking the drop-down and selecting from the calendar, to proactively run Care Plan Recalls.
  1. Click the Search button.

Note: If you do not wish to include a particular patient or multiple patients in the report output or message file, select the Exclude checkbox next to the patient's name. For more information on the report output options, click here.

Version 14.10

Prior to running the Care Plan Recall Report, you will first need to run the Patient Demographics Report. The Care Plan Recall Report will display a list and/or recall patients due for items associated with a Care Plan.

Care Plan Recall Criteria

To conduct a for a Care Plan Recall, enter the following criteria before clicking the Search button:

  • Choose Recall plan(s) from the dropdown.
  • Choose a Recall item from the dropdown that is associated with the Recall plan.
  • Select the Co-morbid checkbox to include only patients who are enrolled in all selected Care Plans.
    or
    Select the Include if due for any item in plan checkbox.
  • Select the Include all qualified checkbox to include patients who qualify for the specified Care Plan that have not yet been enrolled.
Note: If you do not wish to include a particular patient or multiple patients in your report output or message file, select the Exclude checkbox next to the patient's name. For more information on the report output options, click here
  • Recall Date: This date field will default with the current date, but it can be set to a future date to proactively run Care Plan Recalls.