Lets see how to add, delete, view and edit Recalls in Practice Settings
Topics Covered
Add a Recall
To create a new Recall Type in Practice Settings, perform the following steps:
- Navigate to the System Menu > select Practice Settings > Codes > Recalls.
- Click + Add New Recall.
- Enter the required details. Check below for field descriptions.
- Name: Enter a name for the new recall.
- Procedures: Select the procedure codes that will trigger this recall.
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Production Type: Choose the desired production type from the drop-down list.
Each production type can be linked to only one recall. Production types already assigned to other recalls will not appear in the list. - Duration: Set how often the recall should occur in Days, Weeks, Months, or Years.
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+1 Day: Select +1 day to ensure full coverage for the recall period.
- For example, for a 6-month recall, set it to 6 months and 1 day to guarantee complete coverage.
- Click Save.
- A toast notification will appear on the top-right stating, 'Recall Created Successfully'.
- The created recall type will be reflected on the Recalls grid.
Delete Recalls
- To delete one or more recalls, select the checkbox next to the Recall Name(s) and click Delete.
- A Confirm Delete pop-up will appear.
- Click Delete to continue.
- A toast notification will appear on the top-right stating, 'Recall Deleted Successfully'.
View and Edit Recalls
- Click View next to the recall to view its details.
- To edit the recall, click Edit.
Or,
- Click Edit corresponding to the recall you want to update.
- On the Edit Recall Type modal that appears, make the necessary changes and click Save.
- A toast notification will appear on the top-right stating, 'Recall Updated Successfully'.
Practices can use this simple guide to configure and manage recalls in practice settings in CareStack.