🔔 Recalls & Reminders

Recalls

Open Recalls in the sidebar (ABA, dermatology, and family practices; Reminders in veterinary practices) to keep a list of patients who are due for something: a reassessment, a reauthorization, a treatment plan review, a follow-up, an annual review, or another reason.

• New Recall records the patient, the reason, the due date, and notes.
• The list puts overdue recalls first. Filter it by Overdue, Upcoming (due in the next 30 days), or Scheduled (due later, or marked done), or search by name.
• Mark Done completes a recall.

In most practices each patient's chart also has a Recalls tab listing their recalls. Synalux does not contact patients about recalls; staff reach out themselves.

Appointment reminders

Synalux texts a reminder the day before a scheduled visit to patients who agreed to receive them when they created a patient portal account.