Recalling Patients > Setting Up Recalls

Editing Recall Postcards

You can customize the messages that print on your first, second, and third recall postcards for your normal and defined recall system. You can also edit the text for postcards not using motivated recall.

To edit the text on recall postcards:

1. Select System > Change System Settings > Customize Postcards > Recall Postcards. The Edit Recall Postcards window is displayed.

2. Click the tab that corresponds to the text you want to edit.

3. Select the text you want to change, and type the new message.

4. You can type up to 8 lines of text on the postcard.

4. Click OK.

5. Run the Update Client Files Utility (System > Update Client Files) on all workstations to access your changes.

Related Job Aid:

Creating Recall Postcards