# Follow-Up Visits / Recalls

This type of follow-up helps clinics reach out to patients who visited a certain time ago but may need additional care or a check-up.

**Configuration**

1. Visits Flow Stages:\
   [Settings -> Glossary/Clinic Flow](https://app.dentaltap.com/en/p/settings/templates/dictionary?id=flow)

### Purpose

* Remind patients of routine check-ups
* Encourage follow-up visits for ongoing treatment
* Improve patient retention and continuity of care
* Streamline communications between Doctors and Front Desk

### Schedule a Follow-up visit via Tasks/Queue

If a patient continues treatment, the doctor can schedule the next appointment directly from their account. Alternatively, a follow-up task can be created for the front desk, allowing administrative staff to handle the scheduling.

Follow-up visit can be created for each appointment:

* **Select Appointment**
* Click **Follow-Up**
* Enter the appointment date and time, and other optional, like group, note
* Also, you can schedule an appointment instantly by checking the doctor’s availability and confirming a time slot for the required duration.

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2Fkx5EKf9d6vImZ3vZ2uSu%2FNasser%20_%20106%20-%20Dentaltap%202025-12-20%2016-12-02.gif?alt=media&#x26;token=d3ab4d94-b7cf-43ef-9399-485d5e8fd22a" alt=""><figcaption></figcaption></figure>

**Follow-Up Queue**

All unscheduled follow-ups are added into the **Queue** - a sidebar in the calendar page. From this sidebar, you can drag-and-drop directly into calendar, or click on the item to find a suitable time.

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FlokVFVkM5wgtUFwllwYp%2Fimage.png?alt=media&#x26;token=054618e1-c82a-40be-bf9f-c25acfedc293" alt=""><figcaption></figcaption></figure>

### Patients Who Visited X Months Ago

#### Recalls Flow

You can manage follow-ups using a Kanban-style board, which provides a visual overview of patient follow-up progress.

Open [Flow -> Recalls](https://app.dentaltap.com/en/p/flow/recalls) to access the board.

Patients are added to **Recalls** automatically based on their last appointment. You can use drag-and-drop to move patient records through the different phases on the Kanban board.

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FpdKVzqmsh11wBYtZl29x%2FFlow%20-%20Dentaltap%202025-12-20%2016-25-42.gif?alt=media&#x26;token=4ce7cbfd-619d-4aac-98b5-fabdaf534ccc" alt=""><figcaption></figcaption></figure>

You can apply additional filters in the Kanban board, for example, filter all patients with last visit - 3, 6, or 12 months ago, or search by patient name/group/branch.

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FlHeNjFiXDb2SP4HJ7gva%2Fimage.png?alt=media&#x26;token=43788ac5-caf1-41f3-bc06-c179de2e423a" alt=""><figcaption></figcaption></figure>

#### Unscheduled Patients Report

A report is available that can be downloaded as a table (CSV) containing all patients who visited during a specific period but have not yet scheduled a follow-up appointment.

To access the report:

1. Open [Reports -> General](https://app.dentaltap.com/en/p/analytics/appointments)
2. Click the **Unscheduled** section in the top row

For example, the report can show patients who visited in the last 12 months but do not have a scheduled next appointment, as illustrated in the screenshot below:

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FT31yQS2GIuVKDwy7LNpZ%2Fimage.png?alt=media&#x26;token=c05e212b-c252-44c5-b0e3-f7fe45564f5f" alt=""><figcaption></figcaption></figure>

This visual workflow helps clinics identify patients who are due for follow-up, prioritize outreach, and ensure continuity of care.
