Why use the Recall Failed Patients Without Appointment Booked
This Report identifies patients who were due for a recall but did not schedule their next appointment
Helps proactively re-engage patients before they fall out of care
Enables timely follow-up with patients who may be overdue for essential services
Supports better health outcomes through consistent monitoring and maintenance
Missed recall appointments represent lost revenue opportunities
By following up, practices can fill schedules and reduce downtime
The Team can use the report to prioritise outreach instead of checking patient records manually
Streamlines recall efforts by giving a clear list of patients needing contact
This report provides a convenient list of all patients who have missed their recall -meaning they do not currently have an appointment booked. It includes both provider information and patient contact details, making it an excellent resource for the Reception Team to use in filling the appointment diary and supporting patient retention.
💡 Top tip: The report can be accessed by drilling down from the Bounce Back Patient Backlog report or run directly from the Patient & Clinical module.
Select Date start and end date: The date determined by the Provider as appropriate for the patient’s next visit to the practice
Select Without Appointment as of Date: Usually set to today to show current patients without appointments. Using a past date helps track booking performance and identify backlog trends over time
Select Practice(s)
Select Provider Type (Dentist or Hygienist)
The report displays key details for each patient without an appointment, including:
Date – The provider’s recommended recall date.
Patient Code – Unique PMS identifier for the patient.
Patient Name – Full name of the patient.
Payor Code – Indicates the patient’s payor.
Provider – PMS code of the assigned provider.
Provider Type – Dentist or Hygienist linked to the recall.
Home Phone / Mobile Phone / Email – Patient contact details.
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.