Updating a patient's recare

You can change the interval and/or due date of a recare that is attached to a patient's record as needed.

To update a patient's recare

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. On the Patient menu, under General, click (or tap) Recare.

      The Recare page opens.

   On a patient's Recare page, select a recare type.

   Note: Primary recare types are bold for quick identification.

   

   The options for editing the recare type become available.

   

   Note: Next to Appointment, if there is an Unscheduled link, you can click (or tap) the link to open the Calendar page to the corresponding due date for this recare type.

2. Change any of the following options as needed:

   • Interval - How often the patient should be seen for this type of recare. To change the interval, enter a number in the box, and select Weeks, Months, or Years from the list. The Due Date is updated automatically.

   • Due Date - The next date that the patient should be seen for this recare type. If you change the Interval, the applicable due date appears in the box automatically, but you can change the date. Changing the due date does not change the Interval automatically.

     With the workflow compliance feature for your location turned off, when you complete an appointment with a recare type attached, the due date for the patient's next recare appointment (of this recare type) advances by the specified interval, and a message appears and asks if you want to schedule the next recare appointment. Click (or tap) Schedule Appointment, and then schedule the appointment.

     

   • Note - Information (such as thoughts, progress, and next steps) regarding the patient's recare. You can refer to and update the notes as needed when you communicate or follow up with the patient in the future.

     To insert today's date where the text cursor is located in the box, click Insert Date.

3. Click (or tap) Save.