📞Patient Recall

The " Recall " feature acts as a reminder function for both practitioners and frontdesk staff.

🛠 A) Setup Recall Types Go to: [Settings] > [Recall types]

• here you can create recall categories, e.g. 1 week, 2 weeks, 1 month, 6 months, etc.

📝 B) Create a Recall Go to: [Patient] > select patient > [Recall] > [Add Recall]

• this is commonly done by practitioners during consultation to suggest the appropriate recall period based on the patient's condition.

📞 C) Follow-up on Recalls (Make Recall) Go to: [Reports] > [Recalls] > Select Date (e.g., 1-30 Jun 2025) > [Create Report]

• Usually handled by the admin/front desk.

• They check upcoming recalls, contact patients to schedule appointments according to the suggested date.

• Once a date is confirmed, create the appointment on the schedule calendar and tick the “Recalled” box to mark it as done.

• This process can be done weekly to ensure all patient recalls are followed up properly.