If implemented by your organization, Recalls display on the Patient Facesheet under the Recalls section within the Events tab. Click here to learn more about Recall Leading Practices.

Available Recall Actions

There are three actions that can be taken on Recalls from the Patient Facesheet:

• View Recall Status History

• Mark as Canceled

• Mark as Complete

View Recall Status History

The Recall Status indicates to Artera if a patient still needs to be outreached. The three Recall Statuses are: Active, Canceled, and Complete. 

To view a Recall’s Status History, select the Recall’s (...) menu and choose View Recall Status History:

Mark as Canceled

When a patient no longer needs the Recall, it can be manually canceled from the Patient Facesheet.

To cancel a Recall, select the Recall’s (...) menu and choose Mark as Canceled:

Once Canceled, the Recall Status will display as the following:

Mark as Complete

When a patient has already scheduled the appointment they are due for, the Recall can be completed. 

To mark a Recall as Complete, select the Recall’s (...) menu and choose Mark as Complete:

Once marked as Complete, the Recall Status will display as the following: