Recall List from the Matrix Menu

Use the recall matrix to view your scheduled, unscheduled and deleted recalls or use it to clean up your practice data!

Access the Recall Matrix

1. Go to Matrix > Recalls.
2. Use the calendar icons to enter the Beginning Date and Ending Date for the recalls you wish to view. Note: This is the date range for recall target dates, not for the dates the recalls were created.
3. Once the report generates, note the available filters:
   1. Status: filter by All Statuses, Unscheduled, Scheduled or Deleted.
   2. Doctor: filters by patient's assigned Orthodontist
   3. Office: filters by patient's assigned Location
4. The four columns following Chart ID and Patient/Date are customizable! Options are:
   1. Accounts
   2. Phone Numbers
   3. Patient Email
   4. Account A Email
   5. Account B Email
   6. Procedure/Status
   7. Notes
   8. Age/Gender
5. Sort columns by clicking the column header. For example, if you click the Patient/Date header, it will sort by the recall target date.

Available Actions

• Open the patient's chart: Double-click the recall
• Delete a recall: Highlight the recall and go to Edit > Delete Recall or press Command Delete.
• Delete multiple recalls: Click and drag to highlight recalls or hold down Shift and click on non-consecutive recalls; go to Edit > Clear or press Command-Delete.
• Export the report: Click the export icon on the top right. See related article Export a Report for more steps.
• Print the report: Go to File > Print  or Command-P