Create recall opportunities manually
Add a recall row when an opportunity does not come from an import or PMS sync.
Last updated May 15, 2026
Most recall opportunities arrive from imports or sync, but you can add one manually whenever a patient is owed outreach.
Add a recall opportunity
- Open /app/recall and choose Add recall.
- Search for the patient. Recall opportunities require a real patient record.
- Pick the recall type (hygiene, treatment plan follow-up, etc.) and a due date.
- Add the operational reason — for example, 'last hygiene visit was 9 months ago'.
- Save. The opportunity appears in the queue with the priority you selected.
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