How do I arrange tests for Regular Monitoring?

This video demonstrates setting up regular monitoring in the recall system. Starting from the recall overview template, navigate to "manage recall," select the monitoring frequency (e.g., three-monthly), and choose blood tests (e.g., bone profile, PSA). You can set an indefinite or specific end date, and add reasons for monitoring.

Step-by-Step Guide: Setting Up Regular Monitoring in the Recall System

1. Access the Recall Overview

   • Start in the Recall Overview template.
   • Navigate to the top and click on Manage Recall.

2. Select Tests for Monitoring

   • Click on Select Test for Regular Monitoring to open the template.

3. Choose Monitoring Frequency

   • Select the frequency of monitoring from options like monthly up to 12 months.

4. Choose Blood Tests

   • Choose the blood tests you want to monitor. For example, select Bone Profile and PSA Monitoring.
   • For PSA, you can enter a threshold for referral.

5. Free Text Option for Additional Monitoring

   • If the desired test or observation isn’t listed, use the free text box to add other monitoring tasks.

6. Optional: Set a Stop Date

   • If you want the monitoring to end at a specific time, click on Stop Date and choose a date (e.g., 2 years from now).
   • Ensure you input the same stop date for all selected tests (e.g., for Bone Profile and PSA).

7. Provide a Reason for Monitoring

   • Enter a reason for monitoring. This will be visible to the staff performing the tests when they are due.

8. Final Step

   • Once everything is set, the patient will be recalled by the system based on the selected monitoring frequency (e.g., every 3 months).
   • You can view the tests you have selected in the recall overview. 
   • Remember to save the patient.
9. Further Assistance
   • If needed, contact support for more help or offer suggestions for improvements.