Reminder Recall

The reminder/recall feature allows users to notify patients about upcoming or past due vaccinations. Reminder/recall actions are done through reports and report templates. You can define your own letter and choose to copy a provider.

Save a Template

The reminder/recall feature allows you to create and save a report template for re-use later. To save a template for later use, select the appropriate options, enter the information and letter message (body), name the report template, and click Save as template. To use the template later, simply select the name from the Select a Saved Template drop-down list and then click View Report.

Run the Report

To run the Reminder/Recall report, select Reminder/Recall > Reminder/Recall from the menu. On the Reminder Recall Report page, select the appropriate options, enter the letter message (body), and click View Report. The available fields and options on this page are as follows:

Field/Option	Description
Recall for *	Select the recipient type for the recall. This field is required. Infants Pregnant Women Contacts Copy Primary Care Provider - select to send a copy to the infant or pregnant woman's primary care provider
Type of Service (Applies to Infants and Contacts Only)	If the recall is for infants or contacts (not pregnant women), select an option if it applies: Due for HepB vaccination Due for serology
Select a Saved Template	If using a saved report template, select it from the drop-down list.
County / Parish / Borough	Enter the first few characters of the county, parish, or borough and then select the name from the drop-down list.
Case Worker	If applicable, enter the first few characters of the caseworker's name and then select it from the drop-down list.
Project Due Between *	Enter the date range of the report in the From and To fields or click the calendar icon for each and select the date. These fields are required.
Body of Letter	Enter the message for the letter. Several rich text features are available, such as bold, underline, italics, text size, and others.
Message to Provider (if primary care provider is copied)	Enter the message for the letter to the primary care provider.
Include this message in reminder/recall (if primary care provider is copied)	Select this option if the message to the provider is to be included in the reminder/recall to the patient.
Generate separate letter (if primary care provider is copied)	Select this option to use the message to the provider as a separate letter.
Name of Template	To save the information as a report template for later use, enter a name here and click Save as template.

If a saved report template is selected, two additional buttons appear at the bottom:

After clicking View Report, a PDF file is automatically downloaded to the computer. This file contains the individual letters addressed to each infant, pregnant woman/mother, or contact person that can be printed and mailed.