Stay on top of every recall event with this detailed report. It captures all individual appointment recalls within the reporting period—highlighting the recall date, status, and patient contact details. You can access it in two ways: drill down from the Recall Effectiveness report by clicking on a specific month, or jump straight in via the MPC Performance menu.
Select start and end dates
Select Practice(s)
Select Provider(s)
Select Payor Type (All, NHS or Private)
Select Recall Status
Select Report by individual Practice or Summary of all Selected Practices Report
Click Create Report
Report Structure by Practice
A separate section is displayed for each selected practice. Each section contains the following fields:
Patient Details:
Code: The unique patient code associated with the recall.
Firstname: The patient’s first name.
Lastname: The patient’s surname.
Inactive: Displays ‘Y’ if the patient is marked as inactive in the Patient Management Software (PMS).
Patient’s Providers:
Dentist: The provider code of the patient’s assigned dentist.
Hygienist: The provider code of the patient’s assigned hygienist.
Most Recent Dentist Recall In Period
Date: the date of the most recent dentist recall for this patient, in the period;
Status: the status of this most recent dentist recall. This value is colour coded, see the key for status colour values on the Recall Effectiveness report;
Last Seen Provider: the provider code for the last provider that saw the patient for an appointment;
Most Recent Hygienist Recall In Period
These fields are the same as for 'Most Recent Dentist Recall In Period', but for hygienist providers rather than dentists;
Patient Contact Numbers:
Home: the patient's home phone number;
Mobile: the patient's mobile phone number;
the patient's work phone number;
The patient's contact preference - e.g. None, SMS/Mobile;
Number of Contacts:
Phone: how many phone contact messages were made as part of this recall event;
Email, SMS, Letter, Easypost Letter, Easypost Card: as for Phone, but the total number of contact messages of those other types that were made for this recall;
Total: the total number of patient contact messages made for this recall, which is the total of the other 'Number of Contacts' columns.
💡 Top tip: Scroll to the right to view patient details and number of contacts
Status Filter
The Status filter allows you to limit the report results to only those recall events within the reporting period that match specific statuses. For example, you can choose to display only recalls with a status of Failed. Multiple status values can be selected at once, enabling flexible and targeted filtering of recall data.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.
💡 Top tip: Ensure you choose the appropriate Practice, Provider(s), and any necessary filters before generating the report to ensure accurate results.