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An Overview of the Recalls List

Aishwarya Nair
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The Recalls List feature in CareStack provides users with a comprehensive list of pending recalls, including unscheduled or overdue appointments. It is essential for effectively managing follow-up visits and ensuring that patients are consistently reminded to schedule their necessary treatments.

Watch this resourceful video for a quick walkthrough.

Perform the following steps to access the Recalls List:

  • Navigate to Lists on the left-hand side panel of the Dashboard.
  • Click Recalls.

  • You will find the list of recalls on the grid.
  • You can filter the Recalls List by clicking on: 
    • All Patients
    • Active Patients
    • Inactive Patients
  • Use the Filters on the grid to narrow down the Recalls.

The filter options include the following:

  • Patient: Select the Search option to find all recalls related to the patient using the Patient Name.
  • Due Date: Find the Patient list or Recalls related to a patient using a Date Range.
  • Mobile: Select the Search option to find all recalls related to patients using Phone Numbers.
  • Recall Name: Search to find all patients with the desired Recall Name.
  • Production Type: Search to find all patients by their Production Type.
  • Location: Select the filter to find all patients related recalls by Location.
  • Clinician: Select the filter to find all patients-related recalls by Clinician.

  • Clinician Type: Select the filter to find all recalls related to the patients using Clinician Type and click Apply.
    • You can find the following Clinician Type options.

      • Select All

      • Dentist

      • Hygienist

      • In-House

  • Status: Select the filter to find all patients-related recalls by Recall Status. You can find three types of Recall Status:
    • Unscheduled 
    • Overdue
    • Broken 
    • Select the desired status and click Apply.

  • Click the Generate Recall Report hyperlink on the top left to open the Recall Breakdown Report page in a new tab.

  • You can generate the Recalls Breakdown Report by selecting the suitable filter criteria.

  • To get back to the Recalls List, click Total Recalls.

To mark the status as Do Not Recall, under the recall section in the Patient Overview.

  • Select the patient and click the Patient Overview quick link.

  • Hover over Appts. (Appointments).
  • Click on Recalls.

  • Under Manage Recalls, select the three dotted menu at the end of the row.
  • Click Mark as 'Do Not Recall'.

  • Once completed, the Recall status of the particular recall will be marked as Do Not Recall.

  • With Patient Memo, you can manage your recalls effectively.
    • Click View Pat.Memo (Patient Memo).

  • You can add the observation or add information to the memo.
  • Click Save

  • You can also print the recall list, by clicking the Print icon.
  • You can download the recall list in both PDF and CSV.

  • You can also send well-tailored communication via the Send Message.
    • It can be either Text or Email.

Practices can utilise this guide to gain an overview of Recalls in the CareStack.

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