Resource Center


Patient Recall

Automated Patient Recall system provides a secure and effective way to send reminders (Email, Text and Voice) to patients to schedule follow up appointments for Office Visits, Lab Tests, Procedures etc.
Automated Patient Recall

Recall Types

You can add Recall Types required for your practice under Settings > Patient Recall > Recall Types section.

Recall Settings
Recall Types

Recall Status

You can add Custom Recall Status required for your practice under Settings > Patient Recall > Recall Status section. Click on the '+ Recall Status' button to add a new custom recall status.

Recall Status


Once custom status are added, you can assign them to recalls from the 'Patient Dashboard > Recalls' section.
Assign Recall Status

Reminder Content and Default Reminders

The reminder content is fully customizable. You can change the default content and choose the reminder options to be enabled by default from Settings > Patient Recall > Preferences section.

Recall Preferences
  1. Choose the reminder options to be enabled by default
  2. Configure the date on which reminders have to be sent
  3. Change the reminder content, if required
  4. Save the changes

Add Follow up during Encounter

Patient follow up can be added during encounter from Encounter > Chart Notes > Follow up Section.

Add Patient Follow up
Add Follow up
  1. Click on 'Add Follow up' link
  2. Choose the Follow up Type
  3. Enter follow up notes and due date
  4. Choose the required reminder options and click on 'Add' button

Instead of adding follow ups manually, you can also create follow up Templates with frequently used follow ups and use them during encounter.

Follow up Template

To create a follow up template

  1. Go to Settings > Templates section
  2. Enter the Template Name
  3. Choose the Template Type as 'Follow up'
  4. Use the 'Add Items' button to add follow up entries
  5. Save the template

View Recalls from Patient Dashboard

Follow ups added during encounter are listed under Patient > Recalls section. You can also add new recalls from this section using '+ Recall' button.

Patient follow ups are shown in 'Pending' status by default and the status gets automatically changed to 'Completed', once reminders are sent on configured dates. You can also manually mark the status as 'Completed', if the patient has already scheduled a follow up and no further reminder required.

Recall List

Pending Recall Notification in Calendar

Pending recalls of the patient are shown while booking appointment and if required the front office staff can mark the recall status as completed.

Notification in Calendar

Recall Report

Recall report helps you to get a list of patients for whom follow up is advised during encounter.

Go to Home page and select 'Analytics' icon. Click on 'Recall Report'. You can filter the results by Recall Type, Recall Status, Due Date and Provider.
Recall Report