Notepad - My Recalls Procedure

The Manage Recalls screen has a "Notepad" in which you can type reminders and procedures.

For example, document how your recalls are normally set up so that you can reference this information if you ever need it (before ringing Support in the event you have problems with your recalls).

To open and edit the My Recalls Procedure Notepad

1. From the Recalls Manager screen, click at bottom right.

   

2. Type notes in the window and then click OK:

   

   The window has a header Detailed Recalls Procedure for [practicename] where the practice name is defaulted by EXACT. The text field below it is a custom notes field.

3. Click in the field and type, or edit the existing text, and then click OK.

To limit who can change this Notepad text

A security setting is enabled by default for this Notepad, but if it is disabled, a user will see only a read only copy of this window.

Recommendation: Once your recall procedure is documented, use this security setting to limit the number people who can change the screen.

Set permissions by security group from Configure > Security > Administration > Manage Recalls > Edit My Recalls Procedure.

In this example, Receptionists have been limited from editing the content: