Worksheet

Recall and pending-plan tracker

Each patient takes one line, with the open procedures, the status of each, the next step and its date, the recall interval and the last message sent. Fill it for twenty patients to see how many have work pending or a recall already due.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Track Dental Treatment Plans, Recalls and Follow-Ups”, www.gullysystem.com/blog/dental-treatment-plans-recalls-and-follow-up-reminders-guide