Run a recall report
List patients due a return visit, by service and how long it's been since their last one.
Table of Contents
Click Build a custom report and choose appointments or clients.
Add filters for service and last visit date, and exclude those with a future booking.
Add columns for contact details.
Click Save Report.
Use the list to call patients, or set up a recall workflow to send messages for you.
Up next
Next, read Save a standard report as custom.