What this report shows
This report estimates who's likely due for a follow-up. It isn't based on the recalls you've set on individual patients — instead, it takes each patient's last completed visit and adds your shortest active recall type duration, to flag anyone who's likely reached that point. Patients who've never been seen aren't included.
Filter by date and location
Set the date range you're planning around — this week, this month — and the location, to see who falls into that window. Anyone past their estimated date is marked as overdue.
Acting on it
Because the due date here is an estimate based on your shortest recall period, treat this report as a starting point for outreach rather than an exact list. For a specific patient's actual recall — the type and date you set for them — check their own record instead.