RESOURCES
Patient recall resources for practices
These guides explain patient recall for dental, physiotherapy and optometry practices: what it is, how RecallQ imports a patient list and sends recalls by SMS and email, how active-patient limits work, and how the Spam Act and patient data handling apply. Each guide covers one practical topic.
Getting started with recall
What Is Patient Recall? A Guide for Practices
What patient recall is, how it differs from appointment reminders and reactivation, and how an automated recall runs in RecallQ from CSV import to ROI report.
Patient Recall vs PMS Reminders: Questions to Ask
A neutral checklist of questions to ask any reminder or recall tool: who is contacted, replies, opt-outs, consent, send windows, reporting, import and data.
Patient CSV Import Guide: Columns, Dates, Phones
How RecallQ reads a patient CSV: required columns, accepted headings, day-first dates, mobile and landline numbers, the check step and how re-imports work.
Running recall day to day
SMS vs Email Patient Recalls: How Channels Work
How RecallQ sends recalls by SMS or email: how channels are chosen, mobile and landline routing, per-channel opt-outs, the send window and delivery tracking.
Lapsed Patient Reactivation: A Practical Process
A practical process for bringing lapsed patients back: build the list, decide who can be contacted, write plain messages, handle replies, measure results.
How Active-Patient Limits Work: What Counts
How RecallQ counts active patients against a plan limit: the Terms clause 4.6 tests, which patients count, what happens at the limit and your options.
Dental Recall SMS and Email Templates (Australia)
Copy-and-paste dental recall SMS and email templates for Australian practices, with what each message must include and how RecallQ adds STOP and unsubscribe.
Compliance, security and data
Spam Act and Patient Reminders: A Practice Guide
General information on how the Spam Act 2003 applies to patient recall messages: consent, sender identification and unsubscribe, and what RecallQ does.
Security and Data Handling for Patient Recall
Where RecallQ handles patient data, what each provider receives, what goes to AI providers, how long records are kept, and how to contact us about privacy.
Ready to see this run on your patient data?
Your real patient list. Create an account without a card; recall messages start once you choose a plan and add payment details at checkout.