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Analytics: Why am I Seeing a DO NOT RECALL Banner?
Analytics: Why am I Seeing a DO NOT RECALL Banner?

Why a DO NOT RECALL banner appears in the Analytics Patient Card, and where it comes from in your practice management system.

Erika Gardner avatar
Written by Erika Gardner
Updated over a month ago

A red "DO NOT RECALL" banner on a patient's profile shows up for different reasons, based on which practice management software you use. Select your practice management software below to learn more:

What actions does a "DO NOT RECALL" status impact?

When a patient’s profile has a red "DO NOT RECALL" banner:

  • No Automatic Tasks: Dental Intelligence will skip creating any Automatic Hygiene Recare, Unscheduled Broken Appointment, or Unscheduled Treatment Follow Up Tasks for that patient.

  • No Scheduling Messages: Patients with this banner won’t receive bulk or individual Online Scheduling text messages through the LocalMed and Dental Intelligence integration.

This ensures no reminders or follow-up communication is sent for patients marked as "DO NOT RECALL."


Dentrix and DXE

The red "DO NOT RECALL" banner will show up in Dental Intelligence if the "Privacy Flag" is checked in the Dentrix patient profile.


Open Dental

The red "DO NOT RECALL" banner will show up in Dental Intelligence if the "Prefer Recall Method" is set to "1 (Do Not Call)" in the Open Dental patient profile.


Eaglesoft

The red "DO NOT RECALL" banner will show up in Dental Intelligence if "Receive Recalls" is set to "No" in the Eaglesoft patient profile. 


Fuse

The red "DO NOT RECALL" banner will show up in Dental Intelligence if the Fuse patient profile matches the following settings:

  • The patient’s phone does not have the “Reminder Ok” or “Text Ok” option enabled

  • OR, their email is missing the “Reminder Ok” setting

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