How do I view a patient's recall history?
In Dentally, go to the patient's record.
Click on the 'Recalls' tab. Here you can see the recall markers for the recalls that have been created for this patient.
A recall marker shows the date the patient is due, the recall type, the method by which they were contacted, and the status.
Any recalls generated in the 'Recalls' report when the patient meets the recall criteria will be shown here.
💡 Top tip: If you contact a recall patient, their recall marker will be stamped to say that you have contacted them, when and how many times, in the 'Contact History' column.
What is a recall marker?
📝 Please note: Recall markers are different from recall flags, which represent the stages of a recall workflow.
Recall markers appear in a patient's record when the patient appears in the 'Recalls' report and a recall is generated for them.
When the 'Recalls' report is run, a recall will be generated for any patient who meets the criteria. Once generated, this will trigger a recall marker to appear in the patient's record, under the 'Recalls' tab - showing that they are due for an appointment.
You can also generate a recall marker manually by clicking 'Create a recall' in the top right corner of the 'Recalls' tab.
If automatic recalls are set up, a recall marker will then mean that the patient is included in recall correspondences that are sent, if the recall marker meets the criteria. Recall markers can be skipped or deleted, meaning the patient won't appear in that run of recall communications.
📝 Please note: Recalls are generated weekly. Each Monday, a recall is generated for anyone who is due to see the dentist or hygienist for an exam or scale and polish appointment, based on their next due date.
What does the status on a recall marker mean?
The recall status indicates the stage the patient is at in the booking process, based on that recall marker.
Unbooked - The patient is due but the recall appointment has not yet been booked.
Booked - The patient has booked an appointment of the correct type.
Completed - The patient’s relevant appointment has been completed.
Skipped - A recall was generated for the patient, but this round of recall communications was skipped.
Missed - The patient didn’t book or attend an appropriate appointment before their due date. They will be recalled again, and will continue to be for 2 years, after which they will stop being picked up by recalls (they can be found manually after this point if you wish, using the 'Recalls' report).
📝 Please Note: If a patient already has an appointment (of the correct type) booked, but their due date is in the future, they will still be picked up by the 'Recalls' report and have a recall marker generated - but it will have the 'Booked' status, as long as the appointment is of the correct type.
Find out more about setting up and managing recalls in our dedicated help section.