The Recall list puts patients who are due for their next visit in one place. These are people who already know you, so a quick text or call often fills a slot that would otherwise sit empty.
Open it from Patients → Recall List in the left menu. The header shows how many patients are due for care and how many are overdue.
Who is on the list
A patient appears when they are active and have a recall due date on file. Today those due dates come in with a SoftDent recall import (Import from SoftDent on Patients → All Patients, shown when SoftDent is connected for your practice). The Recall option on each service under Settings → Services records how often that visit should repeat; see Manage services.
Each patient has one of four statuses:
| Status | Meaning |
|---|---|
| Overdue | The due date has passed; the chip shows how many days |
| Due soon | The due date has not arrived yet; the chip shows how many days are left |
| Contacted | Someone reached out and logged it, or a reminder text went out |
| Scheduled | Contact was logged with the outcome Scheduled |
Find patients
- Pills: All, Overdue, Due soon, Contacted and Scheduled, each with a count.
- Sort: Most overdue first, Due date (the default), Last contact or Name.
- Search by first name, last name or phone number.
Each card shows the service and its due date, the last visit, and either how many reminders were sent or "no outreach yet".
Text patients
- Send reminder on a card opens a text to that patient with a ready-made message ("It's time for your next visit...") you can edit, up to 480 characters.
- Remind all due at the top opens one text to every patient who is overdue or due soon and has a phone number. Type
{firstName}to personalize each message.
Each reminder text is logged on the patient and moves them to Contacted.
Call patients
The phone icon on a card starts a call to the patient from your practice number. Log the result afterwards with Log contact.
Log contact
Click the person icon (Log contact) to record outreach:
- Contact Method: Phone Call, SMS, Email or Other
- Outcome: Scheduled, Callback, No Answer, Voicemail or Declined
- Notes (Optional)
Click Log Contact to save. Scheduled moves the patient to Scheduled and the card shows Booked with the date; any other outcome moves them to Contacted, and the card's button becomes Book, which opens the calendar for that patient.
On a phone
On a phone the list becomes a work queue grouped by Overdue, Due soon, Contacted and Scheduled, with All, Overdue, Due soon and Never contacted chips. Tap patients to select them, then Send reminder to the selected group; the phone icon on each row calls.
Good to know
- Recall and reminders do different jobs. Appointment reminders keep booked patients from missing visits; recall brings back patients with nothing booked.
- Recall campaigns. To have calls placed for you, a calling campaign with the Overdue for recall audience calls patients who are due.