Recalls due is the list of patients who should be booking about now. Work it weekly and it's the cheapest marketing the clinic does.

What it shows

Recalls due lists the recalls recorded on patient records, under their Recalls section or created automatically when a visit completes, that are due within the date range and haven't been marked recalled or archived. A patient with no recall set doesn't appear; for people with no plan to return, use Lapsed patients.

Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location. It needs the clinical reports permission, which Administrators and Practitioners have.

The Recalls due report with Recalls due, Overdue and Window figures and a table of recalls with due date, patient, recall type and contact.
Recalls due from mid-October to a month ahead: 14 recalls, 4 already overdue, with contact details for calling.

Reading it

Headline figures: Recalls due, Overdue, Window.

Columns: Due date, Patient, Recall type, Contact.

Acting on it

For recall types with the automatic reminder off, this is the list to call from. For types with it on, the patient has been messaged on the due date; the list shows who hasn't booked since. Mark the recall recalled on the record once they book.