HealthEngine Recalls Tips and Best Practices Follow

Keeping on top of your patient recall activity will ensure that you get the most out of HealthEngine Recalls. 

For best results, we recommend following these 5 steps daily:

  1. Review and action all recalls in the 'To Action' tab.
  2. Call every patient that has been flagged for a call in the 'Calls Pending' tab.
  3. Print and send all of the letters that have been created in the 'Letters Pending' tab.
  4. Process the doctor's instructions for recalls in the 'Doctor's Attention Required' tab.
  5. Ensure 'Archived' recalls are also marked in your Practice Management System (PMS) as 'Completed' and not requiring further contact. 

 

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