Automatic Tasks for Upcoming Recall

Created by Emily McClendon, Modified on Wed, 31 Jan at 10:39 AM by Alyssa Elso

How lists of patients due for recall can be generated and assigned automatically. 

Another Automatic Task to generate would be to search for patients who are not overdue for their Recall visit but are due soon. You can determine the search period, such as looking for patients due within a month or longer. The panel to set this up looks like the screenshot below.  

 


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