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How to manage existing recall workflows
How to manage existing recall workflows

๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง IE, AU, CA, UK - Viewing and managing existing recall workflows.

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over a month ago

How do I manage existing recall workflows?

If you have created a new workflow, you can edit, reorder and delete existing workflows at any time. To manage your recall workflows:

  • In Dentally, go to 'Reports' and click on the 'Recalls' report.

  • Here you will see all current workflows. You can filter to only active or inactive workflows using the filters on the left.

  • You can reorder your workflows from here too - the order is important as it will determine when recalls are sent. Reorder by hovering over a recall workflow and clicking the three lines that appear to the left of the workflow name, and then dragging into your required position.

  • To edit an existing workflow, simply click on the workflow name and click the 'Edit' button to make changes.

  • To delete a workflow, click the bin ๐Ÿ—‘๏ธ icon to the far right of the chosen recall workflow. You will be prompted to confirm you are sure before deleting.

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