Why should I be using recall automation in Dentally?
Based on the data of over 4000 practices, our best practice setup is proven to boost recall effectiveness whilst saving you time across the practice!
Take a read of the details below to see how this can work for your practice, details on how to set this up are linked below. However if you decide you need some assistance setting this up then get in touch with our dedicated Recall team through Live Chat in Dentally.
How does it work?
Dentally recall automation focuses solely on patients who have a recall interval set on their patients details and do not have an upcoming appointment for this already in the diary during this timeframe.
We have a best practice set up that we recommend using to ensure maximum recall success. However, you can utilise this however you see fit.
Getting started...
First make sure your practitioners are setting a patients recall interval after every appointment based on clinical need.
This is done in the patients details tab.
Encourage you patients to pre-book their next recall following completion of treatment, to minimise longterm effort and reduce recall costs.
Check you patients contact details are correct, this can then be maintained through Dentally Portal for all patients.
Then you are ready to set up your recall workflow!
How to set up recall automation?
Firstly, you will need to enable the recall automation settings 👈 use this guide here for the details on how to turn this on.
Once this is enabled you will be able to set up your automatic recall messages. As mentioned above we do have a best practice recall set up which is outlined below. Head over to the help guide here for all the info needed on where to add your workflows and how to set these up according to the details below.
Stage | Use Patients Recall Preference | 1st Template | 2nd Template | 3rd Template |
Same day as last action | No | SMS: Recall 1 - Dentist &/or Hygienist | Email: Recall 1 - Dentist &/or Hygienist | Letter: Recall 1 Dentist &/or Hygienist |
4 weeks after last action | No | Email: Recall 2 - Dentist &/or Hygienist | SMS: Recall 2 - Dentsit &/or Hygienist |
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4 weeks after last action | No | Letter: Recall 3 - Dentist &/or Hygienist |
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6 months after last action | No | Email: Recall 4 - Dentist &/or Hygienist |
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Top tip - These workflows can be set up individually for both dental and hygiene and you could even set up individual ones for each of your providers or plans if you so wished.
Where are my templates?
If you do not have the templates listed above available in Dentally, get in touch with the support team via Live Chat.
The short example gif video below 👇 highlights how to set up one stage of a single workflow after turning on your recalls.
Remember if you have trouble setting this up please reach out to the recall team via Live Chat in Dentally. Want to read more about setting up Dentally's recall automation? Head over to the full overview to read through all the details in our main recall help article here