Recalls
Manual and Automated Recalls to keep your appointment book busy
Recalls Overview
Overview and Troubleshooting
How to understand recall markers, recall status 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
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.
How patients gets picked up for recalls🇦🇺🇮🇪🇨🇦🇬🇧 AU, IE, CA, UK - When and why patients get picked up for recalls and recall workflows.
Which appointment types will trigger recalls🇮🇪🇦🇺🇨🇦🇬🇧 IE, AU, CA, UK - Which types of appointment will trigger a recall, and how to customise them.
How to measure your pre-booking rate🇨🇦🇬🇧🇮🇪🇦🇺 CA, UK, IE, AU - Measuring your pre-booking rate to understand where you can improve.
How to understand recall flags🇬🇧🇨🇦🇮🇪🇦🇺 UK, CA, IE, AU - Understanding what recall flags are, what they mean and when they appear.
Getting started with recalls in Dentally🇮🇪🇦🇺🇨🇦🇬🇧 IE, AU, CA, UK - Common FAQs for understanding, using and tracking success of recalls.
Recall Settings
Updating, Running and Skipping Recalls
How to set a patient's recall preferences🇦🇺🇮🇪🇨🇦🇬🇧 AU, IE, CA, UK - Setting up a patient's recall preferences including interval and date.
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
How to skip a recall🇨🇦🇬🇧🇮🇪🇦🇺 CA, UK, IE, AU - Skipping a patient's recall without removing the recall completely.
How a patient's recall date is updated🇨🇦🇬🇧🇮🇪🇦🇺 CA, UK, IE, AU - How a patient's recall date is updated manually or automatically.
How to delete a recall🇬🇧🇨🇦🇮🇪🇦🇺 UK, CA, IE, AU - Deleting a recall to stop a patient receiving a recall communication in the next round of recalls.
Automated Recalls
Automated recalls to save you time and increase efficiency
How to create a new recall automation workflow🇨🇦🇬🇧🇮🇪🇦🇺 CA, UK, IE, AU - How to set up recall workflows to run automatically.
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.
How to turn on recall automation🇬🇧🇨🇦🇮🇪🇦🇺 UK, CA, IE, AU - Enable automated recalls to then set up recall workflows.
How to manage existing recall workflows🇮🇪🇦🇺🇨🇦🇬🇧 IE, AU, CA, UK - Viewing and managing existing recall workflows.
How to duplicate an existing recall workflow🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Using the 'Duplicate workflow' feature to save time by copying the stages of an existing workflow.