Retention
Treatment recall
Use clinic-defined recall windows to offer the next appointment.
Your clinic. Connected.
- Set recall windows
- Find eligible patients
- Offer suitable appointments
A clearer next step for your team.
The next visit should follow the clinician’s plan and the clinic’s treatment-specific timing, rather than a generic reminder schedule.
How it works
The workflow, step by step.
- 01
Set recall windows
Configure the clinic’s approved timing for the relevant treatment or follow-up.
- 02
Find eligible patients
Review recall records and contact permissions before preparing outreach.
- 03
Offer suitable appointments
Use supported availability to help the patient arrange the next visit.
Your team stays in control.
Recall timing comes from clinic rules and clinician instructions. It does not independently recommend a new treatment.
What we’ll check for your clinic.
- Treatment-specific recall windows and clinician-directed exceptions.
- The records, contact permissions and appointment types used for outreach.
See this with your clinic’s workflow.
Bring your system, your questions and the way your team works.