Move recall items through the board
How recall opportunities move from open to contacted, scheduled, or closed.
Last updated May 15, 2026
- Open — in the queue, no outreach yet.
- Contacted — outreach sent through your existing channel; awaiting response.
- Scheduled — appointment booked; the recall row links to it.
- Closed — patient declined or recall is no longer relevant; reason is recorded.
Status changes are recorded as activity events so the next coordinator sees what happened without asking around.
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