Recare workflow

The following is a summary of the workflow for recare appointments:

1. Set up recare types (global).

   Note: Ensure that the intervals and attached procedures are correct and that the Primary Recare Type check box is selected if applicable (automated text and email messages and online booking use only primary recare types).

2. Schedule an appointment (for an existing or a new patient) with a recare procedure selected.

3. During check-in, set up the patient's recare (update; or add if the recare is attached to his/her appointment but not the patient).

4. From the progress notes or the routing panel, post the recare procedure that is schedule for today.

   Note: Posting the recare procedure updates (advances) the recare due date; setting the appointment status to "Complete" does not.

5. Set the appointment status to "Complete."

6. If the patient's recare was not set up at check-in, do the following:

   1. On the message that appears, confirm that you want to set up the patient's recare.

   2. Update the patient's recare.

   3. Go back to viewing the appointment information from the calendar.

7. Save the appointment.

8. On the message that appears, confirm that you want to schedule the patient's next recare appointment.

9. Schedule the patient's next recare appointment.