Recall Overdue Patients for Well or Chronic Condition Visits

Open The Report Library

Open the Report Library from the Reports menu in PCC EHR.

Open the Patient Recall Section

Search for or select the Patient Recall Section of the report list.

Open the Preventive Care Recall or Chronic Condition Recall Report

Click on either the Preventative Care Recall report or the Chronic Condition Recall Report to open it.

Select Criteria and Run The Report

The Preventive Care Recall report gives you many options for tailoring your recall list.

• Use the Exclude Patient Flag criteria to exclude patients who are deceased, have transferred, have been dismissed, or are otherwise no longer at your practice.
• Use the Exclude by Account Flag criteria to exclude patients whose accounts are inactive.

Set the Physical Due criteria to match the time frame you expect to be scheduling for. If you’re already scheduled for 3 months out, setting this to “All Past Dates Through Next 90 Days” will give you a list of patients that includes patients who will be due for their physicals at the time your schedule is open.

You’ll want to exclude patients who already have a physical scheduled, so use the Exclude by Scheduled Appointment criteria to remove those patients from this list.

It’s likely that running the report with just these criteria set will still leave you with an unmanageable recall list. You might further refine this list in various ways:

• Focus on a specific age range. Maybe you want to focus on kids who will need vaccines before they start kindergarten, so you run this for patients who are 4-5 years old. Or you could run a list of 10 year olds so you can get them in for their HPV vaccination.
• If your list is still too long, you might choose to recall patients with a specific insurance carrier.

Adjust the Report

Adjust report output to include your preferred columns for patient contact, such as phone, address, etc. Once you’ve got a list of a manageable size, you can use this report to recall patients.

You can optionally print your report if your practice offers personalized phone calls.

Export the Report or Send Batch Messages

In the Report Library, you can export to PDF, CSV, or send batch messages to patients via email or text message.

The type of export you pick will be informed by what you plan to do with your data. Use the following guidelines to pick the right kind of export for your purposes: 

• Export a Curated Report: To work with a smaller report (less than 20,000 rows) that you have already made adjustments to in the results screen, choose “Export to CSV”. Please note, totals and sorting that use Group By do not transfer from the results screen to CSV.
• Send a Broadcast Message: Once you build a patient list in the Report Library, you can compose batch messages and text or email them to patients and families. To learn how, read Send Batch Messages to Patients and Families.
• Export a PDF: For a digital version of the printed report, choose “Export to PDF”. The data on the exported PDF cannot be adjusted. This type of export may be useful for sharing smaller, already curated reports with colleagues or consultants.
• Export All Data from a Large Report: To work with all information in a larger report (over 20,000 rows) prior to viewing and making adjustments to the results, choose “Export Results” from the criteria selection screen. This method is best for large data sets, such as a patient recall list, or anytime you want a quick download of the numbers so that you can work with the CSV in a spreadsheet. Reports of any size can be exported with this method, and reports larger than 20,000 rows must be exported this way to capture all data during export. To learn more about exporting large data sets from the Report Library, read Export Large Data Sets.

Optionally Schedule the Report

You can make several customized recall reports, such as overdue well visits by specific ages, and then schedule each of your custom recall reports to run on a monthly cycle.

To find out more about scheduling a report read Schedule Reports to Run Automatically.