Practice Management
Follow-up & Recall
Review upcoming and missed follow-ups, chronic-disease reviews and screening recalls from encounter records.
Open Follow-up & RecallSign-in required for workspace tools.
Where to find it
Sign in Open the menu Practice ManagementFollow-up & Recall
On a phone, tap the menu icon at the top left. Expand the section above, then select the tool. On a computer, use the left sidebar.
How to use it
- 01
Open the follow-up list and select the relevant filters.
- 02
Use the calendar or overdue view to prioritise review.
- 03
Inspect an item and copy its recall context for staff outreach.
- 04
Export the list and arrange contact through your usual clinic process.