Note: This feature is available only for Dentrix and Open Dental users. It is not supported for Eaglesoft users.
Why Configure Recall Tracking?
Setting up recall tracking in Practice IQ helps monitor the number of active patients in your hygiene program.
Best Practices
Most practices select codes related to Periodic Exams, Prophylaxis (Prophy), and Periodontal Maintenance to track active hygiene patients. However, if a patient receives an FMX (full-mouth X-ray) or panoramic X-ray (Pano), they will not be considered active in the Recall program.
How to Set Up Recall Tracking
Navigate to Settings
Go to the Settings page.
Select Recall Types from the menu.
Choose Relevant Codes
Select the service codes that indicate a patient is actively engaged in hygiene care. Common selections include:
Periodic Exams
Prophylaxis (Prophy)
Periodontal Maintenance
Save Your Settings
Once you've selected the appropriate recall types, save your configuration to enable accurate tracking.