How do I invite Amber patients who need further appointments?

Modified on Tue, 10 Dec, 2024 at 4:10 PM

Many patients require multiple appointments to complete all the elements of their annual review.


The appointment booking protocol will list all the appointments a patient needs and we recommend booking them all. If a patient has a review coded, using the Recall Overview, and further appointments are needed, there is a prompt to advise booking those.


However, its always possible that further stages don't take place. Patients may DNA their appointments, or they might book the first stage using a link and not be advised that further appointments are needed.


These patients will show as Annual Review Status: Amber and staff can be prompted to book further appointments.


We have reports that can be used to identify these patients and send further invites:



We recommend running these regularly to make sure all reviews are completed.

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