The Healthengine Recalls 'Preferences' page is where you can set your own personalised Recalls system settings. We have provided a break down of each section:
Choose Locations
If you have multiple practices linked to your PMS, then you can specify which location that you wish to sync your Recalls with by selecting 'Specific locations'. Leaving this set as 'All locations' will result in all locations' recalls pulling through from your PMS.
Choose Practitioners
This setting allows you to select whether you would like us to pull recalls for all practitioners, or select ones only. We recommend unchecking any non-GPs or alternative practitioners from this list to avoid incorrect/unnecessary recalls from pulling through to the system.
First Contact Timeframe
This setting determines how many days before a recall is due you would like it to appear in the ‘To Action’ tab. Our default setting is 14 days to give you plenty of time to contact the patient prior to the recall due date. However, you are able to increase or decrease this number as suits your practice.
Subsequent Contact Timeframe
This setting determines how many days after a contact attempt you would like a recall to return to the ‘To Action’ tab. You can set the number of preferred days for each contact type. Our defaults are 3 days later for SMS recalls, 10 days for letter recalls, and 2 days for phone call recalls. After a contact attempt has been made on a recall, it will be moved into the ‘All Synced Recalls’ tab until the number of days have passed according to your settings for each contact type.
This section is also where you will assign your urgencies to the different types of recalls. By default, all urgencies will sit under Non-urgent results. You will need to move these around to your practice's preference. To move an urgency from one recall type to another, untick it from the Non-urgent results list, and this will allow it to appear in both Clinical reminders and Urgent results.
Patient Verification
This setting determines if a patient is required to verify their identity after clicking the link in the SMS message sent in order to view the details of the recall/reminder. The recommended setting is to leave this setting as required to align with RACGP recommended best practice.
Delayed SMS Send Time
This setting determines at what time of day SMS will be sent for Recalls where you have selected "Delay send until recall due".
Recall Sync Range
This setting determines which recalls appear in your ‘All Synced Recalls’ tab. By default, all recalls that are due within the next 45 days or within the last 45 days will be displayed in the ‘All Synced Recalls’ tab. Any recalls with a due date outside of this date range will NOT show up in the ‘All Synced Recalls’ tab.
Letter Header and Footer
These settings control:
- Where the patient address appears on the letter
- You can change this setting so that the patient address aligns with the window of your practice’s envelopes
- Increasing the top margin setting will push the patient address lower down
- Reducing the top margin setting will push the patient address higher up
- Increasing the left margin setting will push the patient address left
- Reducing the left margin setting will push the patient address right
- Whether or not your practice’s address appears in the header space
- We recommend having this setting selected if you choose not to have a header image on your letters
- Where your header image appears on the page
- Can be left, right, or centre aligned along the top of the page
- Please note that if the header image takes up the whole top width of the page, it won’t seem to move when changing this setting.
- Where your footer image appears on the page
- Can be left, right, or centre aligned along the bottom of the page
- Please note that if the footer image takes up the whole bottom width of the page, it won’t seem to move when changing this setting.
- Add or remove a header image
- Add or remove a footer image
Please remember to always click the ‘Save’ button at the bottom right of the page after making any changes to your settings.
If you experience any issues, need assistance with making changes, or would like to book in a Recalls training session, reach out to our friendly Healthengine Support Team via phone, live chat or email support@healthengine.com.au.
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