Scheduling and completing recalls
Convert a due recall into a real appointment, or mark it complete/cancelled.
Overview
Recalls are intentions, not bookings. Convert them to appointments, mark them complete after the visit, or cancel if the patient declines.
Prerequisites
- Front-desk or clinical role
- Recalls in the queue (from rules, manual entry, or the no-show feeder)
Steps
Open Recalls. Top nav → Recalls.
Switch to Due or Overdue. Tabs filter the list.
Click a recall row. Detail panel shows patient, due date, reason, last contact attempt.
Schedule appointment from recall. Schedule opens the new-appointment form pre-filled with patient and reason. Pick time and dentist; save.
Mark complete after visit. When the appointment for this recall completes, the recall auto-flips to COMPLETED. Or manually mark complete from the recall detail.
Cancel a recall. If the patient declines or moved away. Cancel → reason. Recall removed from the active list; preserved in audit.
Snooze a recall. Snooze 30 days if the patient asked to delay. The due date moves forward.
Bulk actions. Select multiple recalls → bulk schedule (only if same patient is unrealistic — typically bulk-message instead) or bulk cancel.
Expected outcome
- A scheduled recall has a linked appointment
- Completed recalls are marked with the visit ID
- Cancelled recalls have a reason and remain visible in history
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Schedule doesn't pre-fill | Recall has no recommended dentist | Pick dentist manually |
| Recall stays Due after appointment | Appointment didn't complete | Complete the appointment first |
| Snooze keeps cancelled state | Snooze is for active recalls only | Restore from Cancelled tab first |
| Want to bulk schedule different patients | Not supported | Schedule individually |
| Recall not appearing | Date not yet due | Check filter — Overdue vs Due |