Advice and answers from the Dentally Team

Search results for:recalls

How to enable and disable practice recalls

IE, AU, CA, UK - Turn on recalls to run the 'Recalls' report, send manual/automated recalls and complete other actions… Under the tab labelled 'Recalls', tick the checkbox next to 'Enable recalls?'… Send manual recalls. Turn on automated recalls and set your daily limit

How to use the 'Recalls' report

AU, UK, CA, ROI only - Run the recalls report and use filters… You can view the 'Recalls' report at any time and filter it in order to view recalls, send recall correspondences… Please note: In order to use the 'Recalls' report, you will need to have enabled recalls

How patients gets picked up for recalls

AU, IE, CA, UK - When and why patients get picked up for recalls and recall workflows… How is a patient picked up by the 'Recalls' report?… Recalls are generated weekly on a Monday, for anyone who is due to see the dentist or hygienist for an

Which appointment types will trigger recalls

IE, AU, CA, UK - Which types of appointment will trigger a recall, and how to customise them… will trigger exam/dental recalls. 'Hygiene?' will trigger hygienist/scale and polish recalls… Which appointment types will trigger a recall?

How to understand recall markers and the 'Recalls' tab

IE, AU, CA, UK - How to use the 'Recalls' tab to keep track of patients' recalls using recall markers in the patient record… Any recalls generated in the 'Recalls' report when the patient meets the recall criteria will be shown… How do I view a patient's recall history?

How to use Practice Settings - Recalls

CA, AU, UK, ROI - Using 'Practice Settings' to manage recalls… Where do I find the 'Recalls' settings in Dentally?… In Dentally, go to 'Settings' > 'Practice' then click on the 'Recalls' tab

What to do when recalls are not sending as expected

UK, CA, IE, AU - Troubleshooting issues when recall communications are not sending to patients as expected… Why is my patient not receiving recall correspondences as expected?… Why was my patient's recall sent using the wrong contact method?

How to pause and restart sending automated recalls

AU, IE, CA, UK - How to temporarily stop Dentally from sending automated recalls, and what happens when you restart… To disable automated recalls: Open the 'Settings' menu ⚙️ Under 'Practice', go to 'Recalls… Ensure 'Enable recalls?' is unticked, and click 'Save' - to halt the creation of new recalls

How to turn on recall automation

UK, CA, IE, AU - Enable automated recalls to then set up recall workflows… If the number of recalls you need to send exceeds the daily limit you have set, the remaining recalls… How do I turn on recalls?

How to send manual recall communications

AU, IE, CA, UK - How to send recall communications manually using the 'Recalls' report… How do I send recall messages manually?… To send recall correspondences manually, you will need to: Ensure recalls are enabled Make