Knowing when this patient is due back
Recall-based care — a 6-month dental checkup, a 12-month physiotherapy review, an annual wellness visit — depends on someone remembering to bring the patient back, and "someone remembers" is not a system a clinic can rely on at scale. The Recalls tab is where that memory lives instead: it shows this patient's recall schedule, so you can see at a glance what follow-up care they're due or already overdue for, without relying on a sticky note or a practitioner's personal recollection.
This tab is scoped to a single patient, which makes it the right place to check when you're already looking at their record — for instance, wrapping up a visit and wondering when to schedule their next one. It's the wrong place to check when you're trying to run a clinic-wide recall campaign, which is covered further down.
- What the Recalls tab shows for a patient
- How recall types set up in Settings drive what appears here
- Where to see recalls due across the whole clinic instead of one patient at a time
How a recall ends up on this tab
Recalls on this tab are built on Recall Types your clinic configures in Settings — each recall type defines a name and an interval, such as a 6-month or 12-month recall. Once a recall type applies to a patient, it shows up here with its due date so staff know when that patient should be booked in again.
Because recall types are shared, clinic-wide definitions, the intervals and naming you see here are consistent across every patient's record — a "6-month checkup" means the same six months for every patient it's assigned to, which is what makes the clinic-wide reporting described below meaningful in the first place.
Zooming out to every patient at once
This tab is scoped to a single patient. To see every patient who's coming up on or overdue for a recall across the whole clinic — the view you'd want for planning a recall-reminder campaign, or for a weekly check on who needs following up — use the Recalls Due report instead.