Recall Due List

It is a call list, not a record, and the field list is what keeps it one

Three fields. A name, a way to reach them, and a date.

Nothing clinical. Nothing about why they were in. No notes, no history, no reason for the visit. That is not an oversight and it is not a version-one limitation — it is the design, and it is the reason this is a tool a practice can actually use.

The moment a recall list carries clinical detail, it stops being a list of people to phone and becomes a record, with everything that follows from being a record. Different obligations, different storage, different conversation with whoever handles your compliance. Keeping the fields down to three keeps it on the right side of that line, and it is worth knowing that the line was drawn deliberately.

Sorted by how far past, and by nothing else

The interval you set, applied to when each person was last seen, sorted furthest past first.

That is the entire ordering, and it comes from a date. Not from a judgment, not from a score, not from a weighting anybody chose.

Furthest past first is also the order you would work the list by hand, which is a reasonable sign that it is the right one.

Three things it deliberately does not do

It does not score anybody on how likely they are to book. That would be a guess about a person, computed from a handful of fields, dressed up as arithmetic. It would also be wrong in a specific direction: the people it scored lowest would be the ones who stopped coming, which is precisely who a recall list exists to reach.

It does not rank them by what they are worth. A practice that phones its high-value patients first is making a decision. It might even be a defensible one. But it should be a decision somebody makes out loud rather than a sort order that arrived in a piece of software.

It suggests no best time to call. There is no data here that could support that, and inventing it would be the same failure as the other two.

A different interval for anyone who needs one

The practice interval applies to everybody, and then there are the people it does not apply to.

A shorter recall for somebody who needs watching. A longer one by agreement. Those are clinical or practical decisions made per person, and a tool that only held one number would either be ignored or would be quietly wrong about the people who matter most.

Set the practice interval once, override it where you need to, and the sort handles the rest.

Nobody gets dropped quietly

A person with no date to count from, or no way to be reached, is named. Not filtered out, not sorted to the bottom, not silently skipped.

That is the failure this kind of list is prone to. The record with the missing phone number is exactly the person most likely to have drifted, and a list that quietly excludes them looks complete while being the wrong list.

What it replaces

The recall run that happens when somebody has an afternoon. Or the report from the practice system that gives you everybody due, in the order the database happened to return them, without the overrides.

Who it is for

Dental, medical and veterinary practices — and anything else on a service interval, which is more than you would think. The same arithmetic runs the overdue list on a lawn route.

What it will not do

It suggests no interval. How often people should come back is clinical, and it is yours.

It holds nothing clinical. Stated at the top and worth repeating.

It sends nothing. It does not phone, text, email or message anybody. It gives you a list in the right order, and a person makes the call.

Nothing you type is sent anywhere. The arithmetic runs in your browser. Patient names and contact details never leave the machine you typed them on. Close the tab and it is gone.