Generating the Patients With No Recall Report

The Patients With No Recall Report lists all patients in your system who were seen for an invoiced exam but have no scheduled recall set up. The report includes the patient name, date of birth, age, gender, phone number, address, email address, last appointment date, and whether the patient is active in the system. This report can help you improve your recall capture rate by identifying patients without recalls, so that you can then contact them or access their patient records to add a recall. For more information, see Adding a New Recall for a Patient

Only staff and providers who have the Marketing Reports security setting selected can access this report. For more information, go to Setting Up Your Resources (Providers, Staff, and Office Resources).

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Marketing Reports.
  3. Click Patients With No Recall.
  4. Select the Office(s) to include on the report.
  5. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.