Generating the Scheduled Recall Report

The Scheduled Recall Report displays a list of recalls that meet your selection criteria and have been assigned to patients. Past due and future recall patients are included on the Scheduled Recall Report, depending upon the recall type you choose. Once you have generated the Scheduled Recall Report, you can print mailing labels, letters, and postcards for patient correspondence from the Recall screen. For information on printing letters and postcards from generated reports, go to Recalling Patients.

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).

Here is an example of how scheduled recalls work.

Today is January 1, 2019, and Olivia Office Manager is running her monthly recall reports. The practice has two patients needing recall appointments:

    Sally Smith is due for an annual eye exam February 1, 2019.

    Daniel White is past due for an annual exam. He was due on December 5, 2018.

In the Recall By Scheduled Recall window, Olivia enters a date range of January 1, 2019 through January 31, 2019. She also selects the Annual Eye Exam - 12 Months recall type, which is set up with recall schedules for 1 month before and 1 month after the exam due date.

When she runs the report, she will capture both Daniel (who is past due) and Sally (who is due for recall next month).

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Marketing Reports.
  3. Click Recall.
  4. Click + Scheduled Recall.
  5. Enter the Recall Description.

    The description can be anything you choose.

  6. Enter the date range to print, or select dates from the calendar.
  7. Select the Recall Type or click Select All to include all recall types.

    For information on setting up recall types and schedules, go to Setting Up Recall Types.

  8. Select the Provider.

  9. Select one or more Office(s) to include on the report.
  10. Select whether to Only show patients with active email addresses.
  11. Click Run 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.

After you generate the Scheduled Recall Report the recall generation information is listed under Recall History in the Recalls window for each patient. For more information, go to Viewing Recall History.