How to Log a Recall for a patient

This guide will explore how to log recalls, which allows you to to manage your due/late patients list.

 

Logging a recall in CareCru helps your team keep track of patient outreach, maintain accurate communication records, and work seamlessly alongside Donna automation. 

 

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📞How to Log a Recall

1. Open the patient’s Unified Patient Profile
   • Click on a patient’s name from anywhere in CareCru to open their profile.
2. Click the Actions button
   • The Actions menu allows you to quickly manage patient-related tasks without leaving the profile.
3. Select Log Touchpoint → Recall
4. If the patient is part of a family file, you can choose:
   • One family member 
   • Multiple family members
5. Enter the Recall details:
   • Contact Method — Phone, SMS, or Email
   • Recall Outcome — Select the appropriate outcome from the dropdown
   • Notes — Add any relevant communication notes 

6. Click Add to save the recall

   

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💡Why Log a Recall?

Logging recalls helps your office maintain accurate outreach records while allowing your team and Donna to work together effectively.

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🗂️Keep a Complete Communication History

Logged recalls are automatically recorded in:

• The patient’s Activity Timeline in the Unified Patient Profile
• The patient’s Correspondence section in your Practice Management System (PMS)

These touchpoints also appear in the Last Attempt column within any of the Patient Management lists, giving your team a quick view of the most recent outreach attempt.

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🤖 Work Alongside Donna — Not Against Her

Donna recognizes manually logged recall activity and adjusts automated outreach accordingly to help prevent over-messaging patients.

By logging manual touchpoints, your team can:

• Maintain personalized patient communication
• Avoid duplicate outreach
• Allow Donna to handle repetitive follow-up tasks automatically

💡 Helpful Tip:
If a recall is logged within 2 weeks of a scheduled Donna recall message, Donna will automatically skip that touchpoint.

Example:

• Practice logs a recall December 7th
• Donna has a recall scheduled Dec 20 (within the next 2 weeks)
• Donna therefore skips that touchpoint only

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📊Track Team Performance

Logged recalls are included in the Recare Performance Report, allowing your practice to track:

• Outreach activity
• Patient conversion rates
• Recall effectiveness
• Team follow-up performance

This provides better visibility into your office’s recare efforts and overall patient engagement.