How Recalls Work in Dentally
In Dentally, your recalls are generated weekly - each Monday anyone who is due to see the Dentist or Hygienist, based on their next due date is given a recall. Think of the recall as being a marker that is placed on a patient’s record to show that they are due. That marker stays on their record and you can report on it to see who has one, for what date and what status it has.
These recalls have a number of possible statuses. These are:
- Unbooked - The recall appointment has not yet been booked. These are the people who you need to contact to make an appointment to see the dentist or hygienist.
- Booked - Once the patient makes an appointment of type Exam or Scale & Polish, the recall is marked to say it is Booked.
- Completed - Once the patient’s Exam or Scale & Polish appointment has been completed, the recall is marked as Completed also.
- Skipped - You may wish to mark a recall as Skipped. This just means that this time around, you have chosen not to contact the patient.
- Missed - The patient never made a suitable appointment. They will be recalled again.
When you run the Recall Report and contact the patients, their recall will be stamped to say that you have contacted them and when. It will also be stamped to say how many times you have contacted them, for your reference. You may wish to send them a differently worded message if you contact them a second or third time, for example.
If that recall is successful and the patient attends an Exam or Hygiene appointment, they will be given another Next Due date, based on their recall interval. This will then produce a recall as that date approaches.
If the patient does not respond to their recall within their recall interval, their recall will be marked as Missed. They will be given another recall and will appear in your recall list again.
For example, if a patient has a 6 month recall interval and is due to be seen in January, they will be given a January recall. If they do not respond by July, that recall will be marked as Missed and they will be generated another recall in July. This will continue until the patient has not been seen for 2 years; at which point Dentally will stop automatically recalling this patient. You can, of course run recalls for backdated periods of time to find these patients it you wish to.