How do I enable recalls for my practice?
In order to send recalls in Dentally, you must first turn them on.
To enable recalls:
In Dentally, go to 'Settings' and then 'Practice'.
Under the tab labelled 'Recalls', tick the checkbox next to 'Enable recalls?'
In the 'Run Recalls' field, select how many weeks before an appointment is due that a patient should be picked up for a recall. Once set, when the 'Recalls' report is run, any patient whose appointment is due within the chosen timeframe will appear in the report, and a recall marker will be added to their patient record accordingly, showing a recall has been created.
When you have finished, ensure you click 'Save' to confirm your changes.
💡 Top tip: To disable recalls, use the same steps and ensure the checkbox next to 'Enable recalls?' is unticked.
Once recalls are enabled, you can:
Set up correspondence templates and select the option to make the template available in the recall list.
Send manual recalls.
Turn on automated recalls and set your daily limit.
Set up automation recall workflows so that recall correspondences can be sent continuously.
Find out more about setting up and managing recalls in our dedicated help section.
📝 Please note: Turning on recalls is different from sending recalls automatically or manually.