Worked example

Cervical Smear Task

We will walk through an example of handling Cervical Smear Recalls 

Set up default values for Cervical Smear tasks 

Create a task batch with default values for the code, description and recurrence. 

  1. In the batch column, add Cervical Smear. (Open the next section by clicking on +)
  2.  Type CX in the code column and Cervical Smear in the description column.
  3. Select a condition Start Age in Years. Enter a value of 25 in the next column. Enter a value of 70 in the third column. 
  4. Select another condition Gender. Select Female in the next column
  5. Under Frequency enter 3 and in the Period column Select Years
  6. Under Trigger , select Auto to enable Automatic addition of  Cervical smears recalls to all new regular female patients.
  7. Enter 0 under Days between reminder and due date 
  8. Click on Finish to save the new task batch. 

Add Cervical Smear tasks to patients

  • Create a new Regular patient or change the patient status from Visitor to Regular. If the patient meets the conditions, a Cervical Smear task will be created.
  • You can also add a New Task, select Cervical Smear from the list of batches on the left

Check your patients smear history then edit the details to suit your patients next due date and preferred recurrence rate for this task. 


Create invitation document templates

  • For Cervical Smear recall letter with a code of CX
  • For a Final Cervical Smear recall letter with a code of CXFinal
  • For the text messages with code CX


Set up your recall method preference

In System settings , in the Tasks Section, select Order to contact patient – Email then Txt


Task Workflow for Cervical Smear recalls

Open Task workflow editor 
Create steps for the processing of cervical smear recalls (Code CX)
Step 1 – first letter (Document CX), wait 1 month then 
Step 2 resend Document CX, then wait another month
Step 3 Send Document CXFinal then wait 1 more month
Step 4 Change patient to No Response . No further reminders . 


Invite patients for their smears 

To patients when they are due for their Cervical smears, open the Task Manager 

  • From the Display tasks drop-down list – Select Recalls (Not assigned) 
  • All recalls that are currently due (or overdue) will be displayed. Highlight a row and view that task’s details below 
  • Check their results by right-clicking on the row and selecting view results. If a recent smear result is found, update the task by clicking on Completed.
  • If no result is found, Click on Process to send that patient a Reminder. 

If the selected patient has an email address, they will be sent an email. If no email exists, then if a mobile number is present then a text message will be sent. If the is no mobile number, the letter will be printed for sending by mail. 

Multiple patients can be processed together by highlighting them all before clicking on Process

Complete the Smear task and reset their next recall job. 

When taking the smear, Right-click on the Cervical smear task and select Completed

Alternatively complete the task when viewing the result in the mail screen.

The due date will be reset according to the recurrence rate. The Workflow step will also be set to the first step.