One list instead of hundreds of records
Recalls give structure to routine follow-up care — a six-month hygiene check, an annual review, a scheduled reassessment — but that structure is only useful if someone actually works the list of who's due. Checking every patient record individually to find out doesn't scale past a handful of patients. Recalls Due rolls every patient's recall schedule into one report, filtered to a date range, so staff can work it the way a call list is meant to be worked: top to bottom, in one sitting.
The report separates recalls that are coming up from recalls that are already overdue, which matters operationally — a recall due next week is a routine reminder call, while an overdue recall is a patient who's already missed their expected follow-up and may need a slightly different, more attentive outreach.
- Lists every recall due inside a date range, plus anything already overdue
- Filters by date range and location
- The table doubles as a call list, with contact details included
- Recall types are configured separately, and individual recalls also live on each patient's own record
Filters
- <strong>Date range</strong> — limits the report to recalls due inside the selected period.
- <strong>Location</strong> — restricts results to a single clinic location, or shows all locations combined.
KPI tiles
- <strong>Recalls due</strong> — total recalls with a due date inside the selected range.
- <strong>Overdue</strong> — recalls with a due date already in the past that haven't been marked complete, worth prioritizing over recalls that are merely upcoming.
The Recalls due table
Each row gives you everything needed to make the follow-up call without leaving the report — when the recall is due, when the patient was last seen for context, and how to reach them.
| Due date | Patient | Last visit | Contact |
|---|---|---|---|
| When the recall is due | Patient name | Date of their most recent visit, for context | Phone or email on file, used for follow-up |
Where recalls come from and where they live per patient
Recalls on this report are generated against the recall types your clinic has configured — each type carries its own name and recall interval, which is what determines when a given patient's next recall date falls. If a recall you expect isn't showing up here, check that the recall type exists and is actually being applied to patients, since this report only reflects recalls that have been created, not ones that theoretically should exist. Each patient's own recall history and upcoming recalls are also visible individually on their record, which is the better place to check or adjust a single patient's situation rather than working through this list.