Patient Recalls

Articles

6 Strategies to Improve Well Visit Rates
Learn 6 strategies, provided by Dr. Sue Kressly, for improving well visit rates in your practice.
Demographic Analysis and Recall Overview
Demographic Analysis/Recall reports (or DAR) are used to generate lists of patients according to specific clinical information for the purpose of performing recalls or other clinical reports.
 Demographic Analysis and Recall: Create a Patient Demographics List
Learn how to create a Patient Demographics List - this must be run prior to continuing on to run the Clinical Recall, Care Plan Recall, and the Vaccine Status Recall reports.
 Demographic Analysis and Recall: Run a Clinical Recall Report
Learn how to run a Clinical Recall Report to recall patients by Problem, Medication Allergy, Medication, or Labs.
Diagnosis Recall Criteria
Learn the criteria necessary to successfully run Clinical Recalls based on the Problem criteria.
 Demographic Analysis and Recall: Run a Care Plan Recall Report
Learn how to run a Care Plan Recall Report to recall patients due for items associated with one or more Care Plans.
 Demographic Analysis and Recall: Run a Vaccine Status Recall Report
Learn how to run the Vaccine Status Recall Report to recall patients who are due, behind, or due in the future for a specific vaccine or all vaccines.
 Demographic Analysis and Recall: Run a Vaccines Given Report
Learn how to run the Vaccines Given Report based on a vaccination date range and Lot designation for vaccines given.
 Demographic Analysis and Recall (DAR) Send Messages for Recall
Learn how to send messages after running a recall report using the Demographic Analysis/Recall reports.
Print Labels from the Demographic Analysis/Recall Report
Learn how to print labels for patients identified in the Patient Demographics or one of the recall tabs using Demographic Analysis/Recall reports.
Demographic Analysis and Recall: Saved Reports
Learn how to save, edit, and run Demographic Analysis and Recall reports.
Commonly Used Patient Recall SQLs
A list of commonly used SQLs to gather information for Patient Recall purposes. Also included, is how to gather the same information using the Demographic Analysis/Recall Reports (DAR).
 How To Run Recall Reports - Quick Tip Video
This OP Quick Tip video shows you the basics of how to run recall reports in OP.