A Patient can be added to the Recall List on the Patient Dashboard in the Patient Appointment panel or on the Appointment screen.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn60124dfa2c7669d86a572ebf7fc1410349b7dcf49de108027ce856e409682099b14d75aefbcee9d19f30546726707156?inline=true)
If a Patient has one or more Open Recalls, they can be viewed while scheduling an Appointment.
![](https://dxjhdfl8ofa1d.cloudfront.net/Schedule/Recalls/Add+Appointment+Open+Recall+Visibility.png)
Add a Recall
On the Recalls screen:
Click Add.
Add a Recall Date.
Appointment Type: Use the dropdown to choose the Appointment Type. This is useful when running a Recall report for a specific Appointment Type. (Optional)
Ordering Provider: (Optional)
Facility: (Optional)
Resource: (Optional)
Note: Add specifics about the Recall.
Select Save [F2].
Delete a Recall
A Recall can be deleted if it is no longer needed.
- Open the Recalls screen using the link on the Patient Dashboard.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn7b055e205faa9f3120fa61930e3a02249ca92955eefcb1cd26dcbaa1d16dfad9ac11d837fc239e9372fe605d97a0036b?inline=true)
- Click on the line to highlight it.
- Click the Delete button.
- Add a Reason for deleting.
- Click Delete.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn135cc032ce3734b9975a03ce08985409f1f4a2022657c51cb135a5066e430d0995db9d89bab9a8128924e9f0341e1ac8?inline=true)
Indicate an Appointment Completes a Recall List Appointment
- When creating a new Appointment, you are presented with a Validation Warning popup window.
- If the new Appointment completes the Recall, select the checkbox which will remove the Patient from the Recall list.
- Click Save and Continue.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsne59fd7950ccc4b9802883546ef3bdc38bab04f0bc5f0a2ee8be0eb7f3291b73d2dcb30383fb39faf7bf0640ceac054d0?inline=true)
Recall Query Report
The Recall Query Report Is found on the Scheduling Dashboard.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn584bdbb01df6bf8f11b260eab8f560862f0fe1cb0a8245280435747af388cb89a1adaf472d698b6d2f9d59a55f984047?inline=true)
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn135cc032ce3734b9975a03ce089854092e2b8767be975f96de7f2af87dde6fb6d6d5a66feddefd0cd3abc03b20b4c9c3?inline=true)
If the Recall is resolved while scheduling an appointment, the recall is removed and is no longer on the report.
Automate Recall Reminders
![Alert](https://static.zohocdn.com/zoho-desk-editor/static/images/exclamation.png/)
Recall Reminders are a Premium Add-On Feature. Contact Support or your Account Manager for more information.
Recalls can be automated in Patient Outreach.
- Create Recall Templates to send Recall Reminders to Patients automatically.
- If the Recall Criteria on the Patient matches the Recall Criteria in the Recall Template, the Recall Reminder will be sent.