Recalls
Manual and Automated Recalls to keep your appointment book busy
By Hebe1 author18 articles
Recalls Overview
Overview and Troubleshooting
- Getting started with recalls in Dentally🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - Common FAQs for understanding, using and tracking success of recalls.
- How to understand recall markers, recall status and the 'Recalls' tab🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - 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/ROI, CA, APAC - Troubleshooting issues when recall communications are not sending to patients as expected.
- How patients gets picked up for recalls🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - When and why patients get picked up for recalls and recall workflows.
- Which appointment types will trigger recalls🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - Which types of appointment will trigger a recall, and how to customise them.
- How to measure your pre-booking rate🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Measuring your pre-booking rate to understand where you can improve.
- How to understand recall flags🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understanding 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 preferences🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting up a patient's recall preferences including interval and date.
- How to enable and disable practice recalls🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Turn on recalls to run the 'Recalls' report, send manual/automated recalls and complete other actions
- How to skip a recall🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Skipping a patient's recall without removing the recall completely.
- How a patient's recall date is updated🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How a patient's recall date is updated manually or automatically.
- How to delete a recall🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - 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🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to set up recall workflows to run automatically.
- How to pause and restart sending automated recalls🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to temporarily stop Dentally from sending automated recalls, and what happens when you restart.
- How to turn on recall automation🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Enable automated recalls to then set up recall workflows.
- How to manage existing recall workflows🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Viewing and managing existing recall workflows.
- How to duplicate an existing recall workflow🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Duplicate workflow' feature to save time by copying the stages of an existing workflow.