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Patient Recalls

View and manage patient recall lists for overdue follow-ups and preventive care

2 min read

Overview

The Patient Recall system in SehaFile helps clinics proactively reach out to patients who are due for follow-up visits, preventive screenings, or periodic check-ups. Recalls can be created manually by doctors or automatically generated based on overdue follow-up dates. The recall management page provides filtered views for due-today, overdue, and upcoming recalls.

Recall management page showing tabs for Due Today, Overdue, and All recalls with patient names, reasons, and action buttons

Viewing Recalls

  1. Navigate to Patients > Recalls — Click Patients in the sidebar, then select Recalls (path: /patients/recalls).
  2. View Due Today — The Due Today tab (GET /patients/recalls/due-today) shows patients who should be contacted today for scheduling.
  3. View Overdue — The Overdue tab (GET /patients/recalls/overdue) lists patients who have passed their recall date without a subsequent visit.
  4. Filter recalls — Use filters for:
    • Status — pending, contacted, scheduled, completed
    • Date range — from/to dates for the recall date

Creating a Recall

  1. Click “+ New Recall” — On the recalls page.
  2. Select the patient — Search for the patient to recall.
  3. Set the recall date — When the patient should be contacted.
  4. Enter the reason — Why the recall is needed (e.g., “Annual diabetes screening”, “Post-surgery 6-month check”).
  5. Save — The recall is created with your ID as created_by.

Managing Recalls

  1. Update status — As reception contacts patients, update the recall status:
    • contacted — Patient was reached
    • scheduled — Appointment was booked
    • completed — Patient attended the visit
  2. Edit recall details — Update the recall date or notes via PUT /patients/recalls/:id.
Review your overdue list weekly. Patients who repeatedly miss recalls may need a phone call rather than just a system notification. Coordinate with reception for outreach.
Recalls are clinic-wide resources. Doctors, admins, and receptionists all have access. Ensure recall reasons are written professionally as other staff members will see them.

FAQ

Are recalls automatically created from follow-up dates?

Follow-up dates and recalls are separate systems. Follow-ups are reminders on the doctor's dashboard; recalls are for proactive patient outreach managed by the clinic team.

Can I see only my patients' recalls?

The recall list shows all clinic recalls. Use the filter or search by patient name to find recalls for your specific patients.

Do patients receive notifications for recalls?

If the clinic has SMS or push notification configured, patients can receive automated recall reminders. This is managed in clinic notification settings.

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