The Recall Board without MedEx is quite useful as it converts a previous “paper” task to an electronic task within the EHR. It is a location for storing a patient list for those who need to schedule an appointment.
The Recall Board is fully functional without MedEx. New Recalls are added in the Message Center. From the list of people who need a follow-up appointment, you can select patients based on location, provider, recall date range (etc) to:
- print mailing labels
- create postcards locally
- notate phone calls your staff make regarding this recall
When an appointment is scheduled for a given patient in the calendar (within 3 months of the recall date), it is auto-deleted from the Recall Board, or you can delete it manually (eg. they are have moved and won’t be returning).
The Recall functions from MedEx simply perform the messaging components (e-mail, SMS or phone), if you wish to use it to recall the patients. It categorizes the progress of each patient using a color scheme and adds a sub-menu to navigate MedEx’s features.
If you don’t need recalls you should check the Global " Recall Board: Disable". The Recall Board will disappear from your top menu as well!