Overdue Patients List makes it easy for you to quickly contact your patients that are overdue for an appointment. Follow these instructions to use your Overdue Patients List.
The availability of this feature is dependent on your practice management software.
Using Your Overdue Patients List
- Click on Lists in your Desktop App
- Select Overdue Patients
- If desired, Filter the list by one of your recall types
- Check the recall type and select Apply
- Click into a name to Call, Text, or Email a recall reminder
- If you choose to text or email, a default message will pop up for you to preview before sending
Note: To remove a patient from the Overdue Patient's List, change the due date for the patient in your office's practice management software.
For information on setting up Automated Recall Reminders, click here.