All Collections
Recalls
Manual and Automated Recalls to keep your appointment book busy
Recall Overview
Overview and Troubleshooting
How to understand recall markers and the 'Recalls' tabHow to use the 'Recalls' tab to keep track of a patient's recalls using the recall markers in their patient record.
What to do when recalls are not sending as expectedTroubleshooting issues when recall communications are not sending to patients as expected.
How patients gets picked up for recallsWhen and why patients get picked up for recalls and recall workflows.
Which appointment types will trigger recallsWhich types of appointment will trigger a recall, and how to customise them.
How to measure your pre-booking rateMeasuring your pre-booking rate to understand where you can improve your recall workflows.
How to understand recall flagsUnderstanding what recall flags are, what they mean and when they appear.
Recall Settings
Updating, Running and Skipping Recalls
How to set a patient's recall preferencesSetting up a patient's recall preferences including interval and date.
How to enable and disable practice recallsTurn on practice recalls so that you can run the 'Recalls' report, send manual/automated recalls, and complete other recall actions.
How to skip a recallSkipping a patient's recall without removing the recall completely.
How a patient's recall date is updatedHow a patient's recall date is updated manually or automatically.
How to delete a recallDeleting 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 workflowHow to set up recall workflows to run automatically.
How to pause and restart sending automated recallsHow to temporarily stop Dentally from sending automated recalls, and what happens when you restart.
How to turn on recall automationEnable automated recalls to then set up recall workflows.
How to manage existing recall workflowsViewing and managing existing recall workflows.
Manual Recalls
How to send your recalls manually
How to send manual recall communicationsHow to send recall communications manually using the 'Recalls' report