Set a recall for a patient

Setting a recall

A recall is a reminder to bring a patient back in — a routine checkup, a review, a follow-up visit. Open the patient's Recalls and choose New recall, then pick the recall type that fits.

Choosing a recall type for a patient.

Confirm the due date

ClinyPal suggests a due date based on the recall type's standard period — accept it, or set a different date if this patient needs something specific. Add a note if there's context worth keeping alongside it.

The suggested due date for a new recall, with an option to adjust it.

When the patient comes back

Once they've booked or been seen, open the recall and choose Mark as recalled. ClinyPal then suggests the next due date based on the same recall type, so setting up their next one takes a single click.

Marking a recall as complete, with the next suggested due date shown.

Finding who's due

The recalls due report gives you a clinic-wide estimate of who's likely due, based on when patients were last seen — it's a good starting point for outreach, but it doesn't read the specific recalls you've set here. For an individual patient's actual recall, check their own record.