Patient Recall Report

The Patient Recall Report will allow the clinic to run a report to see how long its been since the patients' last completed appointment, if they do not have a future appointment scheduled.

This report will EXCLUDE any patients that are already on the schedule for a future appointment. 

To run the Patient Recall Report go to:

• Reports

       

• Patient Recall Report

       

• Select correct filter

  Filters include:

• Clinic (if there is more then one running out of your database)
• Provider (to see patients for a specific provider)
• All (Ignore when last completed appointment was) This will provide a list of ALL patients seen in the office and display how long its been since they were in the office.

Or you can break your report down by selecting:

"Last completed appointment was"

• 0-30 days ago
• 31-60 days ago
• 61-90 days ago
• 91-120 days ago
• 121-180 days ago
• 181-365 days ago
• More then 365 days ago

• Select Next to Run

Once generated, you will see the patients name, case info, H/W/C numbers, address and  number of days since last completed appointment.

 

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.***This has the fastest response time***

Phone: [phone]

Email: [e-mail] 

Business Hours: Monday-Friday 8am-6pm CST