This section provides an overview of the recommended workflow for recalling patients using Patient Recall. After reviewing it, explore the additional sections for more FAQs and details.

When recalling patients, start by filtering to the Recall Date range you want to view.

To view all patients with a recall date before a specific date, enter that date in the second date field. For example, entering 06/20/2026 will display all patients with recall dates prior to that date.

After setting your filters, you can toggle between the Missed, Unscheduled, and Reactivation boards as needed. 

Let's work from the Missed board for this example. We will reach out to patient Clara Bow regarding her missed appointment. 

Clicking on the line will open the Recall Detail panel. 

Scroll down to see how you can contact patients. You can log a call or send a text or email directly from this panel. 

Only clinics subscribed to Two-way Texting can send text messages via Patient Recall. 

When you Save a contact action, such as logging a phone call or sending a text or email, ChiroUp automatically updates the patient's Recall Date to the next day.

By default, the Recall Date is advanced by 24 hours. However, you can customize this interval by selecting a different favorite Quick Pick in your Recall settings.

Next Steps Based on Patient Response:

If you want to try contacting the patient again tomorrow:

• No further action! Saving the Contact Action (logging a call, sending an email, or sending a text) automatically updates the Recall Date to the next day. 

You successfully reach the patient and are ready to schedule a follow-up appointment:

• Click Schedule Appointment to open the scheduling panel. Select a date and choose from the available time slots to book the patient.
• Once the appointment is scheduled, the patient will automatically be removed from Patient Recall, since they now have a future appointment on the calendar.

If the patient has dropped out of care but you'd like to reconnect with them in the future as part of your reactivation efforts:

• Move the patient to Reactivation and set a new Recall Date for when you would like to follow up with them again.

If the patient is no longer a candidate for future recall or reactivation efforts:

• Remove them from Patient Recall. 

Contact History: 

When you click on a patient in Patient Recall, you'll see a log of contact history during the current Contact Episode. A Contact Episode is the current cycle of outreach attempts for a patient. 

Final Message: 

Send a Final Message when it is your last outreach attempt in the current contact cycle.

From the Missed or Unscheduled boards, sending a Final Message moves the patient to Reactivation. From the Reactivation board, sending a Final Message removes the patient from Patient Recall entirely.

💡 Pro Tip: Use Final Message templates to tailor your outreach based on each patient’s specific situation.

Customize the default Missed Windows, Recall Dates, and more in Patient Recall Settings. Click the gear icon to get started! 

Here's how to customize your Patient Recall Defaults: 

Missed Window: 

• By default, the Missed Board shows patients who have missed (no-showed or cancelled) an appointment within the last 7 days. You can adjust the Missed Window to change how far back missed appointments appear on the Missed Board.

Unscheduled Window: 

• By default, the Unscheduled Board includes patients who had a visit within the last 90 days, as well as patients who have transitioned out of the Missed Board. You can adjust the Unscheduled Window to change how far back patients are included in this list based on their most recent visit.

Default Recall Intervals:

• Recall Dates are automatically generated based on a patient’s last appointment and the Recall Interval for their respective board.
• For example, a patient who misses an appointment on August 1 will be assigned a Recall Date of August 2 (24 hours later).
• Adjust Recall Intervals to change the default Recall Dates assigned to each board.

In Patient Recall Settings, you can customize the Quick Picks available when updating a patient's Recall Date.

Select a pinned favorite Quick Pick (24 hours by default) to determine the interval ChiroUp automatically uses when updating Recall Dates after you save a Contact Action.

Templates allow you to quickly send email or text message in Patient Recall without drafting a new message each time. Once created, they can be selected anytime when completing patient outreach.

Create your templates ahead of time in Patient Recall Settings, or save them as you work. 

You can create email templates, and clinics subscribed to Two-way Texting can create text templates!

To use a template, select from the template drop-down when sending an email or text to the patient. 

💡 Pro Tip: Use placeholders to automatically personalize your templates with patient-specific information, such as the patient's name, provider, or clinic location.

Patients with no appointment history will not appear on Patient Recall by default.

You can still add these patients manually by clicking the + icon at the top of Patient Recall and searching for their name.

You can remove the patients from this list, or add them to your Recall Board! 

To add a patient to the Reactivation Board, select the patient(s), set a Recall Date and click Add to Recall. 

If you have a patient that you do not want to Recall in the future, you can Permanently Remove them from the Recall Board. 

Click on the patient and select Remove from Recall.  

When you remove a patient from Patient Recall, that patient will not re-enter unless you manually re-add from their patient record. 

Manage a patient's recall status anytime from the General tab of their Patient Record: