Recall Matrix

Use the recall matrix to view your scheduled and unscheduled recalls or 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, or Scheduled.
   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.