Recall types are the intervals you follow up on, defined once so staff never guess. Set them before anyone starts adding recalls by hand.

What a recall type is

A recall is a date by which a patient should be back: a six-month check, an annual review, a two-week follow-up. A recall type is the rule behind it, so the same interval is used every time instead of being guessed per patient. Open Settings, then Recall Types. A new clinic starts with 3 Month Recall, 6 Month Recall and Annual Recall, at 3 months, 6 months and 1 year.

Add a recall type

1

Name

What staff pick from the list and what the patient's record shows, such as 6-month check.

2

Recall In

A number and a unit: Days, Weeks, Months or Years. This is how far after the visit the due date is set.

3

Remind patient automatically

On: ClinyPal emails or texts the patient on the due date, following their automatic messages preference, and the recall records when the reminder was sent. Off: nobody is contacted; staff work from the Recalls due report and call or message by hand.

The Recall Types settings page listing recall types with their Recall In period and an Auto reminder column reading On or Off, and a form with Name, Recall In and a Remind patient automatically switch.
The Recall Types list showing 6-month check (6 Months, auto reminder on) and Post-op review (2 Weeks, auto reminder off).

Switching the reminder on for an existing type doesn't send a backlog: a recall that's already well overdue is left to the report rather than messaged. Recall types are one list for the whole clinic; a patient at any location can be given any of them.

Recalls that create themselves

Each appointment type can name a Default recall in its Communications settings. When an appointment of that type is marked completed, a recall of that type is created for the patient with the due date worked out from the visit, without anyone opening the record. Set this on the types that always need a follow-up, such as a new-patient assessment, and leave it as None on the rest. See Set up appointment types and Set a recall for a patient.

Retire a recall type

Archive a type you stop using. Recalls already set keep their type and due date; it stops being offered for new ones and stops being created automatically by appointment types that named it.