The Reminders & Recall panel on the dashboard is the front desk’s daily worklist of follow-ups — the calls to make and the patients to bring back. It surfaces what you scheduled in Office → Reminders & Recalls right where the day starts.
What it shows
Each row lists the Date/Time it’s due, the Type (a one-off Reminder, or a timed Recall — 1 week, 2 weeks, 1 month, 3 months, 6 months), the Patient (with their ID badge, click to open the record) and the Notes explaining what to do.
Working the list
- Click a patient to open their record and act — call them, book an appointment, or add a note.
- Use the delete (trash) button on a row once the reminder is done, to clear it from the worklist.
Today’s appointments & walk-ins
Alongside reminders, the main column of the dashboard also carries My Appointments (Today) and Today’s Appointments — the day’s schedule with each appointment’s status — and Temporary Registrations, the walk-ins and quick sign-ups waiting to be converted into full patient records (each can be turned into a patient or sent straight to booking). Together they make the dashboard the single place the front desk works from all day.
The appointment details pop-up
Clicking an appointment’s coloured status badge — on Today’s Appointments here or on the calendar — opens a details pop-up that lets you act on the appointment without leaving the dashboard.
At the top it shows the patient (photo, name, age/gender, ID) with a link to their record, the appointment time (with a quick reschedule control), the provider (with a pencil to change the doctor on the spot), and the chair. Below, three tabs do the work:
- Notes — read or update the appointment’s notes (dictate with speech-to-text) and save.
- Status — move the appointment through its lifecycle (Confirmed, Arrived, In Treatment, Left, and so on) — the same status flow that feeds the Waiting Room and Treatment queues.
- Activity — a dated history of every status change and edit on this appointment.
It’s the fast path the front desk uses all day: mark a patient Arrived, add a note, or reassign the doctor — in a couple of clicks from the board.
Recalls are how a practice systematises preventive care; a glance at this panel each morning keeps patients on their maintenance schedule.
