Setup Recall

Set up recall reminder messages, reminder intervals, and the Recall List default options.

In the Main Menu, click Setup, Appointments, Recall.


The Messages grid lists the email subject and body, postcard, and text message for recall reminders sent from the Recall List.

To change the email subject line or email, postcard, and text message for a Remind#, double-click the Message for the corresponding Remind# and Mode. Enter the subject or message text and insert variables as needed (see below). Click OK to save.

Variables are the text with brackets which pull information directly from the database. For example, the message might look like this: "John, you are due for your regular dental check-up on 11/12/2022."

Available variables:

Recall Status Options

The status options determine which recall status is automatically applied when a recall reminder is sent. Customize options in Definitions: Recall / Unsched Status.

Recall List Defaults

The following options affect what shows in the recall list by default. For offices using the feature, these settings also affect which patients receive automated Web Sched Recall reminders.

Types to show in recall list: Highlight the Recall Types to send recall reminders for. To highlight multiple types, click and drag or press ctrl while clicking each type. The prophy type covers both adult and child prophies.

Select the Recall List Default View filter and sort options.

Select one of the exclude options to exclude certain patients from the recall list.

Set the reminder intervals to Also show in list if # of days since the patient's last reminder. Each patient first shows up on the list when they are due for recall. Once a reminder (Recall Commlog type) is sent, they disappear from the list until they are due for their next reminder.

Note: If the # of days since is set to zero, the patient is not hidden from the Recall List after the reminder type. If the # of days since is blank, the patient is hidden from the Recall List indefinitely.

Max # of Auto Reminders: Maximum number of automated Web Sched Recall reminders that can be sent.

Max # of Reminders: Maximum number of reminders before a patient is removed from the list. Leave the box empty to set no maximum. Counts only reminders sent after the Initial Reminder (i.e., Second (or more) Reminders). The Initial Reminder is sent in addition.

Note: If the Max # of Auto Reminders does not exceed the Max # of Reminders, a patient receiving Web Sched Recall reminders will still appear on the Recall List after receiving the Max # of Auto Reminders. The office can create manual reminders for these patients.

Reminder Postcard Options

Select the postcard print options (also affects printing of Confirmation List postcards).

Reminder Email Options

Select when an email reminder is sent (also affects confirmation list email and automated Web Sched Recall reminders).