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Utilize the Recalls List

Faris Peerukannu Mohamed Kasim
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A recall is a reminder for follow-up visits that helps dentists and patients maintain a healthy and ongoing maintenance routine. Once a recall code is created, the system will automatically prompt users to create a recall reminder for follow-up treatment. This feature reduces missed opportunities when patients forget to schedule their follow-up services.

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Watch this video for a quick walkthrough.

View Recalls List

The Recalls List provides users with access to a list of pending recalls, which are unscheduled or overdue. If a patient is scheduled for a future recall appointment but the recall codes and production types are not attached, they will appear as Unscheduled in the Recalls List. If the due date has been surpassed, it will be displayed as Overdue. To view the recalls list, follow the navigation path given below.

  • Navigate to Lists on the left-hand side panel of the Dashboard.
  • Click Recalls. 

Features of Recalls List

CareStack provides tools that make your search for Recall patients simpler. Using dedicated filters, you can narrow down the patients according to different criteria. There are also other tools which are explained below.

  • The filters to refine the search are described below.
    • Patient: Search a patient by name.
    • Due Date: Narrow down the search by the due date range where you can select multiple dates within a period.
    • Mobile: Enter the mobile number or first few numbers to narrow down the list.
    • Recall Name: Enter the Recall name to narrow down the list.
    • Recall Type: Select the recall type depending on how you set up your recalls, whether by procedure code or a production type.
    • Recall Code: Search by recall code. If the procedure type filter is selected, this field will be empty.
    • Production type: Search by production type such as 'Hygiene Appointment'.
    • Location: Search by practice location. Better utilized when used along the provider filter.
    • Provider: Search by provider. Better utilized when used along the location filter.

  • Provider Type: Select the filter to find all recalls related to the patients using Provider Type and click Apply.
    • You can find the following Provider Type.
      • Select All
      • Dentist
      • Hygienist
      • In-House

  • Status: Select the filter to find all patient-related recalls by Recall Status. You can find three types of Recall Status:
    • Unscheduled : Recall created for a procedure code not linked to an appointment.
    • Overdue: Recall created for a procedure code not linked to an appointment and past the due date.
    • Broken: Recalls that were linked to an appointment that was scheduled but got  Canceled or marked as No-show.
  • Select the desired and click Apply.

  • You can also view All Patients, Active Patients, or Inactive Patients separately by clicking the corresponding buttons as shown below.

  • To take a printout of the recalls list, click Print. You can make a working list of all recalls in your practice using the print option if no locations or providers were selected.
  • Click Download to download the filtered recalls list in PDF or CSV format as needed.

  • If the patient recall has a linked Memo, it will be displayed on the left.
  • To update the patient memo, click View Pat. Memo (View Patient Memo).

Send Message/Email

To communicate with the patient regarding a recall:

Note: To send a text or email, the correspondence feature must be enabled for the patient. Users can email support@carestack.com to have it enabled.
  • Select the required patient from the Recalls grid.
  • Click Send Message.
  • Select the communication medium - Text or Email.

  • You can manually write a new text message or email, Or,
  • Select a suitable Text or Email Template.
  • Click Send Message / Send Email.

Schedule an Appointment Using Recalls List Information

Watch this video for a step-by-step explanation.

Once you have found the right patient who has an unscheduled recall, perform the following steps to schedule an appointment.

  • Navigate to the Patient Overview.
  • Click Unscheduled Recall or Recall Overdue under Action(s) Required.

  • Select an appointment slot on the scheduler.

  • Select the Production Type.
  • Click Add Code(s) to add required treatments according to the recall code.
  • Click Book Appointment.
  • The recall will be attached to the appointment ensuring that the patient is removed from the recall list.

Practices can utilize this guide to gain an overview of Recalls in the CareStack.

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