Recare Management Report

The Recare Management Report lists the patients with and/or without recare attached and who have and/or do not have scheduled recare appointments.

To run the report

1. On the Home menu, under Reports, click (or tap) Recare Management.

   The Recare Management page opens.

2. Set up the following Filters as needed:

   • Locations - Select All to view recare types for all locations, or select specific locations to view recare types for only those locations (only locations that you have access to are available). The report uses the location in which a given recare type was added to a patient record. It does not use the patient's preferred location, unless the patient does not have a given recare type attached, or the location of his or her recare appointment.

   • Patients - Select whether you want to view only patients with one or more recare types attached or only patients without any recare types attached.

   • Appointment - Select whether you want to view all recare patients (with and without a scheduled recare appointment), only patients with a scheduled recare appointment, or only patients without a scheduled recare appointment.

   • Due Date Range - Enter a date range to view only those recare patients that have a due date within the specified date range.

   • Recare Type - Select the All check box to view patients with any recare type attached, or clear the check boxes that correspond to the recare types that you want to exclude from the report, respectively.

3. Click (or tap) Search

4. To print the report, click (or tap) Print.

Tip: You can group patients by family by clicking (or tapping) the Patient Name column header to sort the list by last name.

You can do any of the following while viewing the report:

• You can either leave the Only show active patients filter set to On to view only active patients in the list or switch the filter to Off to view active and inactive patients in the list. If the option is set to Off, any inactive patients in the list will appear in gray text.

• You can click (or tap) any date link in the Due Date column to go to the corresponding patient's Recare page.

• You can click (or tap) any Unscheduled link in the Appointment column to open the Calendar page to the due date for the corresponding recare for the patient.

• You can click (or tap) any date link in the Appointment column to open the Calendar page to the corresponding patient's appointment.

• You can click (or tap) any note icon in the Note column to view, edit, or add information (such as thoughts, progress, and next steps) regarding the corresponding recare for the patient. You can refer to and update the notes as needed when you communicate or follow up with the patient.

  	If the icon is a white notebook with a pencil, there is not a note for the corresponding recare for the patient.
  	If the icon is a blue notebook, there is a note for the corresponding recare for the patient.

  In the Recare Note dialog box, enter or edit text. To insert today's date where the text cursor is located in the box, click Insert Date. Then, click Save.