Effective Recall Systems

Effective Recall Systems: A Critical Tool for Uncertain Economic Times.

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Recall List 1

A recall system is the heart of patient retention in every dental practice, and yet very few practices run a really good, effective system; so why is that?  I’d propose the main reason is that many practices naturally accumulate a good and reasonably loyal database of patients, so the practice remains busy even when their recall system is not optimal. In one extreme case I watched a practice principal placing hundreds of prepared recall cards into storage boxes; the dentist was already booked solidly three weeks in advance and he felt unable to manage his workload.  As our economy slows down many patients are now slower to respond to their hygiene or dental recall so this is a really good time to be tuning up your recall system, if only for peace of mind.  When a practice does slowdown, typically the hygienist’s book is the first to experience gaps, followed by associates.

Recall List 2

There are 6 parts to an effective recall system:

1. Accountability and Review

Make sure one person clearly understands that they are accountable for this critical activity.  Ask them to produce a monthly report showing each of the last 6 months. For each month show how many patients were due for recall and how many have yet to make an appointment.  Then have each provider sit with the person and discuss their individual data.  Some providers, particularly hygienists, might have a greater need for focus on their recalls compared to other providers.

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